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Wealth Management

Whether you prefer to invest for yourself, automate your investments or get expert support, we have a service to suit your needs.

 

Grow your money your way

Financial planning with NDCU MoneyWorks

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:

  • Invest well with your unique lifestyle needs in mind
  • Build a retirement plan tailored to you
  • Create peace of mind knowing your loved ones are protected by insurance
  • Establish an estate plan that reflects your values

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Wealth Inc. NDCU MoneyWorks is a division of 0948859 B.C. Ltd. which is a jointly owned subsidiary of Steller Vista Credit Union & Nelson and District Credit Union. 0948859 B.C. Ltd. is a licensed life insurance agency offering financial planning, life insurance and investments. All insurance products are subject to the limitations, terms and conditions in the applicable policy or insurance contract in force at the time of purchase or enrollment and applicable legislation. The products sold through 0948859 B.C. Ltd. are not guaranteed or insured by a deposit insurer. 

Meet us

Jon Beaulac, B Comm, RIS

Wealth Advisor / Aviso Wealth
Insurance Advisor / NDCU MoneyWorks
Serving Nelson, Crawford Bay & Rossland

Phone: 250.362.7043
Toll Free: 1.888.364.7043
Email Jon Beaulac

CIRO Advisor Report

Jon has experience with two major banks, and recently held the position of Senior Financial Advisor. Jon has experience in lending, deposits, small business services, and investments.

Committed to learning, Jon holds a Bachelor of Commerce degree, and has completed the Canadian Securities Course, the Conduct and Practices Handbook course, as well as the Wealth Management Essentials course.

Jon recently relocated to the Kootenays and loves the lifestyle. Jon enjoys rock climbing, skiing, and spending time with his family.

IIROC AdvisorReport

 

Our wealth management locations

Nelson Office

Phone: 250.362.7043
Toll Free: 1.888.364.7043
Fax: 250.352.7201
Email

501 Vernon Street
Nelson, BC V1L 4E9

East Shore Office

Phone: 250.362.7043
Toll Free: 1.888.364.7043
Fax: 250.352.7201
Email

16030 Hwy 3A
Crawford Bay, BC V0B 1E0

Rossland Office

Phone: 250.362.7043
Toll Free: 1.888.364.7043
Fax: 250.352.7201
Email

2071 Columbia Avenue
Rossland, BC V0G 1Y0 

0948859 B.C. LTD. doing business as SVCU MoneyWorks and NDCU MoneyWorks.

Self-directed investing with Qtrade Direct Investing®

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

  • Low trading fees ­– Buy and sell stocks, bonds, ETFs and mutual funds without paying a premium:
    • $8.75 Stock trades for all investors
    • $6.95 Stock trades for active investors
    • Free ETFs – buy and sell 60 ETFs commission-free
  • Award-winning platform – Trade from your desktop or mobile device with an intuitive online investing platform
  • Industry leading tools – Build, evaluate, and test your portfolio using Qtrade’s advanced analyst research and tools
  • Support from experts – Get support from a highly experienced team when you need it
  • Investment choice – Build a diversified portfolio with a wide range of options:
    • Investments – Stocks, ETFs, mutual funds, bonds, GICs, and options plus new issues / IPOs
    • Accounts – Cash, margin, RRSP, TFSA, RESP, RRIF and more

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.

Automated investing with Qtrade Guided Portfolios®

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

  • A professionally designed portfolio matched to your financial goals
  • A fully automated online service you don’t need to monitor or manage
  • Regular automatic rebalancing to keep your investments on track and aligned with your goals
  • Continuous portfolio oversight by a team of investment experts
  • Friendly support from knowledgeable investment reps when you need it by phone and email

Qtrade Guided Portfolios is a division of Aviso Financial Inc.

 

See how smart investing and planning can help you reach your goals faster.

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