Ways to Invest
Full service or DIY; we can suit your investment style.
Everyone has their own way of doing things. Some like to be hands-on while others prefer to have experts roll up their sleeves and do the heavy lifting for them. Whatever your preference, we can accommodate your investments with services tailored to suit your needs.
Our full-service brokerage services feature investment advisors registered through Credential Securities® who can plan, build and manage a sophisticated investment portfolio on your behalf.
Independently-minded investors can access our cost-effective, self-service online brokerage services with Credential Direct®, consistently ranked one of Canada's top online brokers.
Whether starting out or already an experienced investor, make sure you're adequately prepared and informed to make good decisions regarding your financial planning. Talk to us about creating a financial plan that includes an investment mix tailored to your lifestyle, long-term objectives, and risk tolerance.