Investments
Building an investment portfolio is one of the smartest ways to build your wealth. For many people, however, the sheer number of options and risk factors can feel intimidating. That’s where we come in. Through VantageOne Financial Corp, our Financial Advisory subsidiary, we will:
- get to know you
- understand your goals
- determine your investment personality
- create a plan
- start building your wealth at a pace that works for your budget and timeline
The right investment products
We’ve got a wide range of investment products to ensure a diversified portfolio, including:
- mutual funds
- segregated funds
- stocks
- bonds
- annuities
- Find out more about your Advisor: visit IIROC AdvisorReport
Contact us today
Phone: 250-260-4513
Toll Free: 888-339-8328
E-mail: trobertson@vantageone.net
Mutual funds and other securities are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc.
Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc.