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​Investment Services

Professional investment advice that suits your financial needs

Core Financial Planning Principals

We want to understand your unique situation, needs and goals, and to develop solutions that lead you to successful financial outcomes. 

We also recognize the tremendous value that different perspectives and skill sets bring. Our team offers a robust and diverse range of expertise to help you reach your financial goals. 

At FirstOntario we get that life happens, which is why we believe that your financial strategy should change as life unfolds.  Our advisors will partner with you to:

  • Help you understand your current situation
  • Help you identify healthy financial habits to adopt
  • Evaluate your options
  • Celebrate with you when financial milestones are met

Our Investment Services

Financial Planning Strategy

Helping you plan for every stage of life.

Investment Management

The right mix of investments for your financial future and retirement planning.

Investment Options

Find out about the wide range of investments available to you.

Business Succession Planning

Retire and leave your legacy in good hands.

Estate and Succession Planning

Ensure your wishes are fulfilled.

Qtrade Investor

​Take control of your investments and manage your wealth on your terms.

VirtualWealth​®

​VirtualWealth offers fully automated investing advice and a professionally designed portfolio to help you reach your 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.

Mutual funds and related financial planning services are offered through Credential Asset Management Inc. VirtualWealth is a trade name of Credential Qtrade Securities Inc. 

Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc.