Investing
Grow your wealth and your future
Your investments should reflect your life, values, and dreams. We’ll help you grow wealth in a way that feels true to you.
Registered accounts and plans
Smarter saving and investing with tax advantages to help your money grow faster.
Explore ways to invest
Guaranteed Investment Certificates (GICs)
When you invest in a GIC, your principal is protected, and your interest is guaranteed for the full term.
Mutual funds, stocks, and bonds
Through our partnership with Aviso Wealth, you gain access to a wide range of investment options.
Self-directed and automated investing with Qtrade
Qtrade makes online investing intuitive, whether you want to DIY or choose a ready-made portfolio.
Financial planning made personal
We’re here to help our members build financial independence with confidence and clarity.
Meet your investment advisor
I bring over 15 years’ experience in helping families and individuals reach their financial goals and aspirations. No matter your career or life stage, it is my goal to help you develop a sound plan tailored to your specific needs.
When thinking about your current financial situation, do you ask yourself the following questions?
Will I have enough to retire on? Have I saved enough for a down payment on a home? How can I best save for my children’s education? If I have debt, how best should I manage it?
It is never too early or too late to start planning for your financial success.
Reach out and let’s start the conversation.
Patricia Passmore
Investment Specialist
FirstOntario Investments
Aviso Wealth
1-866-800-2787 ext. 1723
Looking to grow your savings? Connect with our advisor today.
Or give us a call at 1-866-800-2787 ext. 1723.
Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Aviso Wealth. Qtrade Direct Investing, Qtrade Guided Portfolios, and Aviso Wealth are divisions of Aviso Financial Inc.
Unless otherwise stated, mutual funds, other securities, and cash balances are not covered by the Canada Deposit Insurance Corporation or any other government deposit insurer that insures deposits in credit unions.
