A Wide Range of Investment Options
Let our wealth professionals help
FirstOntario partners with Aviso Wealth Inc., a cooperative system-owned wealth management organization. Through this partnership, one of the widest range of investment options in the industry is available to you, such as mutual funds, stocks and bonds.
Our wealth team consists of advisors who are mutual fund licensed through Credential Asset Management Inc. or full securities licensed through Credential Securities.
Your plan may require investing directly in publicly traded securities on Canadian and U.S. stocks and bond markets. Maybe you need managed money solutions, mutual funds, Exchange Traded Funds (ETFs) or fee-based accounts through pension quality portfolio managers. We take everything into consideration critically analyze their suitability and appropriateness based on your objectives and risk tolerance, before including them in our recommendations.
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.