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Financial Literacy
We know that strong financial literacy is key to making informed decisions about money.
Trusted advice for your investment options
Choosing the right investment options
GICs, stocks, or bonds? ETFs, SMAs, or mutual funds? Whether you’re a novice or an experienced investor, there’s a lot to know and consider when making wise investment decisions.
Confidence in your investment choices is a cornerstone of financial wellness and peace of mind
A wealth of investment options is available to FirstOntario members through our partnership with Credential Asset Management Inc. and Credential Securities.
FirstOntario’s team of experienced wealth advisors is a great resource to help you make sense of it all
A wealth advisor can guide you through a financial wellness check. Besides helping us learn more about you, it can lead to uncovering suitable investment options to match your needs.
We can help guide you
Your options may involve investing directly in publicly traded securities in Canadian, U.S. and/or Global markets. You may need a mix of mutual funds, Exchange Traded Funds (ETFs) or a Separately Managed Account (SMA).
It starts by knowing your current financial situation, future plans and risk tolerance. Then we can confidently deliver advice and the most suitable investment options tailored to your financial goals.
Connect with a wealth advisor today
Mutual funds and related financial planning services are offered through Credential Asset Management Inc. 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.
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