Skip to main content

​Financial Planning

As a Member, you have access to the highest level of financial advice.


At FirstOntario our focus is on helping our Members achieve and maintain financial independence.

Our highly qualified financial advisors are among the best in the financial services industry. Each has more than a decade of experience and they use their knowledge and expertise to work with you to bring more wealth into your life. Whether you are just starting to build your investment strategy or perhaps you have already hit your retirement milestone, our approach is both flexible and comprehensive.

Our Advisors tailor their advice to match your unique needs and investment style. We want you to sleep well at night knowing that your money is invested in high quality and sound investments.

Connect with one of our advisors today. We can help you achieve your financial goals. 


Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.


Get in touch with our financial planning team today

Woman Lounging on Chair with Coffee and Laptop