Our focus is helping our members achieve financial independence and our advisors customize their advice to your unique needs.
We want you to be confident knowing your money is invested in high quality, sound investments that make sense for you.
FirstOntario Wealth Connect provides easy access to a dedicated, centralized team of qualified, approachable Credential Asset Management Inc. wealth advisors. They are readily available through phone or online video consultations and offer access to a full suite of wealth services.
Our advisors are available Monday through Friday, 9 a.m. to 5 p.m., simply call 1-800-616-8878 ext. 1700 or contact us by email.
FirstOntario Wealth Connect can also help you access senior advisors with expertise in comprehensive, holistic wealth and retirement planning and investment management solutions.
Our advisors are available during regular business hours, Monday through Friday, 9 a.m. to 5 p.m. To speak with a team member, or to schedule a telephone call or confidential video conference, simply call 1-800-616-8878 ext. 1700 or reach out through email at Investments@FirstOntario.com.
*Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Mutual funds are offered through Credential Asset Management Inc.
Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade SecuritiesInc. Qtrade and Qtrade Direct Investing are trade names and trademarks of Aviso Wealth Inc. and its subsidiaries. VirtualWealth is a trade name of Credential Qtrade Securities Inc.