FirstOntario Investments
Experience wealth planning the credit union way — personal, caring, and built around you.
Earn up to $2,000* cash
Transfer-in $10,000 or more and you can earn BIG.
Learn what the market experts have to say
Read current market news from our Aviso experts.
Wealth Wednesday on CHCH Morning Live
Watch our latest episodes on timely financial topics.
Investing with FirstOntario
We understand that ‘wealth’ can mean something different to everyone. We define it by what matters most to you — your goals, your priorities, your life.
Planning made personal
We’re here to help members ready to take hold of their current financial health and future financial well-being. Whether you’re just starting out or planning for retirement, we’ll meet you where you are and help guide you towards your goals. We want you to build financial independence with confidence and clarity.
Our Aviso Wealth investment planning goes hand in hand with choice. Through our partnership with Aviso Wealth, you can access a wide range of options from mutual funds and ETFs to stocks, bonds, and managed portfolios. Together we can create a custom portfolio of investments that reflect your life, values and dreams.
Backed by a trusted partner
Aviso** is one of Canada’s largest independent wealth management firms, serving virtually all of Canada’s credit unions and a range of independent financial organizations.
Why work with an advisor?
Research studies often conclude that working with a financial advisor leads to increased financial wellness and success. Our advisors can make a real difference, and here are three top reasons why.
Trusted guidance through life’s changes
Our Aviso Wealth advisors stand with you every step of the way, fine-tuning your plan to overcome obstacles and embrace life’s surprises.
Reliable support in navigating the markets
Our Aviso Wealth advisors provide ongoing support to navigate the financial markets, mitigate risks, and keep you focused on your long-term objectives.
Peace of mind every day
With a seasoned professional overseeing your investments, you gain the freedom to focus on what truly matters — knowing your financial future is in good hands.
Our wealth team combines decades of experience, cutting-edge industry knowledge, and a genuine passion for helping our members succeed.
Invest online with Qtrade
Through Aviso Wealth, FirstOntario offers two online options for DIY investors that include responsible investing choices.
Qtrade Direct Investing®
Build and manage your own investment portfolio on an award-winning platform consistently top-ranked for service, and with $0 commission trades.
Qtrade Guided Portfolios®
Prefer some guidance? Answer a few questions about your goals, timeline and risk tolerance and begin building a professionally managed portfolio.
There’s always more to learn
Strong financial literacy is key to making informed decisions about money. Explore our library for articles and videos on a wide range of financial topics.
Apr 2026 •
Wealth Wednesday
Women, wealth, and the future of financial planning
Apr 2026 •
Investment Insights
Women and wealth
Mar 2026 •
Wealth Wednesday
How to prepare your Canadian income tax return and avoid CRA scams
Ready to grow your wealth?
Our Wealth Connect team is ready to listen, answer your questions, and get you off to a great
start with FirstOntario Investments. Take the first step toward your financial goals today.
As a trusted partner, Aviso** provides access to a comprehensive range of high-quality, innovative investing and wealth management solutions.
Owned by the credit unions, Aviso is one of Canada’s largest independent wealth management firms, serving virtually all of Canada’s credit unions and a range of independent financial organizations. With over $160 billion of assets under administration and management, Aviso Wealth has the resources to bring the best products and services to credit unions and their members.