Earn up to $2,000* cash with FirstOntario Investments
It pays to make a smart money move
If seeking investment advice, a second opinion, or consolidating your financial assets in one place has been on your mind, now is an incredible opportunity to make the move to Aviso Wealth at FirstOntario Investments. You can earn big in three easy steps!
1
Connect with an advisor
Initiate a transfer in of $10,000 or more in qualifying assets from another investment firm or financial institution by January 7, 2027.
2
Tally up your cash bonus
When your qualifying assets are received within eight weeks, you’ll be eligible for a 1% bonus on each dollar up to a maximum of $2,000.
3
Cha-ching!
Maintain your transferred-in qualifying assets until September 4, 2027 and you’ll receive your cash bonus payment by September 30, 2027.
Ready to cash in? Wealth Connect can help you get started.
Frequently asked questions
Who is eligible for this offer?
Eligible participants include current or new members of FirstOntario Credit Union and Creative Arts Financial (a division of FirstOntario), age 18 or older, or new or existing account holders with FirstOntario Investments/Aviso Wealth who meet all requirements of the offer.
Where can I transfer investments from?
Eligible transfers must come from a Canadian financial institution or Canadian investment firm outside any affiliation with FirstOntario, Aviso Wealth, Qtrade Direct Investing, or Qtrade Guided Portfolios.
Are all investments eligible?
Not all forms of investments are eligible including cash, money market funds and high interest savings accounts. Refer to paragraph six in the terms and conditions for a complete list of ‘Non-Qualifying Assets’. Please note, Non-Qualifying Assets transferred in during the promotion period may be converted into Qualifying Assets (i.e. mutual funds, ETFs, stocks, etc.) within the Funding Period to become eligible; please refer to paragraph seven in the terms and conditions for details.
What types of registered plans are eligible?
An extensive list of registered plans are eligible including TFSA, FHSA, RRSP and RRIF (including spousal), RDSP, RESP, LIRA and LIF.
What if I need to redeem early?
To qualify for a cash bonus, eligible participants must maintain a minimum of $10,000 in Qualifying Assets until September 4, 2027 (Funding Requirement). Any withdrawals that occur in this timeframe will reduce the amount of the Qualifying Assets. Compliance with the conditions of the Funding Requirement must be met in order to be eligible to receive a cash bonus. Refer to paragraph eight in the terms and conditions for full details.
How is the cash bonus calculated?
The cash bonus is calculated at a rate of 1% to a maximum payment of $2,000. Qualifying transfers in totaling $10,000 will earn $100; transfers-in totaling $200,000 or more will earn the maximum cash bonus of $2,000.
How are joint accounts treated?
Only one cash bonus will be awarded per participant, based on the total Qualifying Assets on deposit in the Qualifying Accounts for the participant, including individual accounts, corporate accounts and/or the participant’s proportionate share of joint accounts. Joint accounts will be attributed pro-rata to each joint holder for eligibility, and a joint account cannot be used to receive more than one cash bonus.
Can transfer fees be reimbursed?
Yes! Transfer fees up to a maximum total reimbursement of $250 per participant. Full details can be found in paragraph nine of the full terms and conditions.
Still have questions?
Reach out to our Wealth Connect team today!
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