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Larger portfolios mean more questions, complexities and often have more people involved like your spouse or other family members. Our Wealth Planners specialize in analyzing options and providing advice and recommendations for your unique situation and personalized investment solutions for RRSP, TFSA, RRIFs, RDSPs and more. Best suited for members of households with $100,000 to $350,000 in investable funds.

For new investors and people building up their savings and investments. With a Wealth Relationship Manager, you can invest with TFSAs, RRSP, RRIFs, FHSAs and general RRSP advice. Work with a professional on your finances from all angles, not just investments. Best suited for members of households with up to $100,000 in investable funds.