Mapping out your financial future can be extremely valuable
A great Financial Advisor should help you:
- Create a financial plan that suits your needs and goals. The plan should be easy to understand and take into account your needs and goals.
- Develop and maintain an investment plan that is leading edge, customized to you, and takes into account your interest in different types of solutions available in the investment market. Solutions should reflect your interest in Environmental, Social, and Governance based investing.
- Leverage tax-efficient strategies that are critical to your success. A Financial Advisor should help you negotiate what will be the best strategy for you. This includes understanding your goals, needs and what you expect to happen in the future.
- Get access to a full suite of financial resources. Working with a Financial Advisor should grant you access to a wide variety of financial planning tools, calculators, and resources. Investor education should be at the leading edge of all discussions to ensure you are empowered to make the right choices at every turn.
- Get peace of mind. There’s nothing more powerful than understanding that you’re on the right track. Your Financial Advisor should relieve the stress of the unknown. Your finances shouldn’t be a mystery, and we are here to help you!
Working with a Financial Advisor can be one of the most important things you do. Here at First Credit Union and Qtrade Asset Management we are here to help our members and clients achieve their success. Dedication to Investment advice and creating a plan that keeps you on track is what we do.
Meet our Wealth Management Team.
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