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Start Saving and Investing Online

Do you have 10 minutes and $20 per month to invest in your future? It's hard to think of anyone who couldn't benefit from this opportunity. Set up and fund an account in less than 10 minutes. Fund it online from your bank account and your money will be invested by tomorrow. It's as easy as that - and you can set up auto-contributions or move your money at any time. Investing isn't just for rich people anymore - it's for everyone. 

Simplicity

All you need is:

  • 10 Minutes
  • An Internet Connection
  • At least $1

Variety of Account Types

  • Personal
  • Joint
  • Trust
  • IRA
  • Roth IRA
  • SEP IRA
  • Custodial for kids or grandkids
    (contact us to start the online process to open custodial accounts)
Need advice on which account type is right for you? Contact Us

Tactical Portfolios

Your account will be invested in 1 of our 5 tactically managed portfolios based on your personal risk assessment:
Preservation, Conservative, Balanced, Growth or Aggressive

Our portfolios have the ability to adjust as the markets change and may move defensive. 

Learn more about our money management

Technology

We have partnered with Wealthsimple to bring you leading-edge technology that is innovative and simple. 

It is completely paperless providing an eco-friendly platform. 

Check balances, see statements, manage contributions and more - all from your phone, tablet or computer. 

Give the Gift of Investing

Tired of your gift of money being spent in an instant and forgotten?We have the perfect gift idea that will make your gift more meaningful than ever.

Give a Wealthsimple Giftcard!

Taxable Accounts can also receive gift money directly with a shareable link.

Give a Gift Card

Click the Picture Below to Choose Your Adivsor & Set Up Your Account

Get to know our team of fiduciary advisors to help you achieve your financial goals and dreams.