Wealth Management
Whether you prefer to invest for yourself, automate your investments or get expert support, we have a service to suit your needs.
Whether you prefer to invest for yourself, automate your investments or get expert support, we have a service to suit your needs.
We’ve partnered with Steller Vista Credit Union to create MoneyWorks, a wealth management service dedicated to providing you with the expertise, tailored advice and full range of solutions to reach your goals – no matter what they are.
Together we can help you:
MoneyWorks, a wealth management service dedicated to providing you with the expertise, tailored advice and full range of solutions to reach your goals.
IIROC AdvisorReport
Phone: 250.364.7043
Toll Free: 1.888.364.7043
Fax: 250.352.7201
Email
501 Vernon Street
Nelson, BC V1L 4E9
Phone: 250.364.7043
Toll Free: 1.888.364.7043
Fax: 250.352.7201
Email
16030 Hwy 3A
Crawford Bay, BC V0B 1E0
Phone: 250.364.7043
Toll Free: 1.888.364.7043
Fax: 250.352.7201
Email
2071 Columbia Avenue
Rossland, BC V0G 1Y0
We’ve partnered with Qtrade Direct Investing to bring you a low-fee, award-winning online brokerage platform that helps you manage your investments anytime, day or night.
Advantages
Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc. Qtrade and Qtrade Direct Investing are trade names and/or trademarks of Aviso Wealth Inc. and its subsidiaries. Qtrade and Qtrade Direct Investing are trade names and/or trademarks of Aviso Wealth Inc. and its subsidiaries.
We’ve partnered with Qtrade Guided Portfolios to offer you a simple online robo-investing service designed to make saving for your goals easy.
Advantages
Qtrade Guided Portfolios is a division of Aviso Financial Inc.
From term deposits to registered government plans, we offer a range of investing solutions to support your goals.
From your home and car to your next big adventure, whether a new business or dream vacation, Kootenay Insurance Services offers the personalized insurance coverage you need to protect what matters.