Here’s how we can support you
Parking Excess
Funds
Business Owner
Financial Planning
Retirement
Planning
Succession
Planning
Invest your money, not your time
Digital advice, or robo-advice, from VirtualWealth® is a simple and convenient online investing service that provides you with a professionally managed, low-cost portfolio to match your personal financial goals.
Self-serve online trading with Qtrade Investor†
Experience award-winning online and mobile trading platforms, low commissions and independent research tools.
Parking excess funds
As a business owner, you may find yourself with unencumbered cash that you want to set aside in the short or long-term.
- Term deposits
- Guaranteed interest rates
- Your deposits support people and businesses on the Sunshine Coast in the form of loans
- 100% deposit guarantee. At Sunshine Coast Credit Union, depositors are 100% protected by the Credit Union Deposit Insurance Corporation (CUDIC) of British Columbia
Business owner financial planning & tax-efficient investment solutions
As a business owner, you may be challenged with determining the best strategies and solutions for cash flow and tax planning.
Our Advisors through Qtrade Adisor will help you create a financial road map to fuel your current and long-term goals.
Business owner retirement planning
You’d like to retire someday. As a business owner, the path is not always clear. Our Advisors through Qtrade Advisor or Qtrade Asset Management can help bring your retirement vision into focus.
- Mutual Funds & Portfolios
- Professional money management
- Specific portfolios that meet and adjust to specific goals, risk tolerance and time horizon
- Socially responsible investment options
Business owner succession planning
Having a succession plan in place is critical to building value and securing the legacy of your business, whether you decide to sell or transition your business to family.
Our Advisors help you navigate every step of the succession planning process.
Ready to get started?
Contact our Mobile Commercial Services Advisor team today.
We are always here to help
Mutual funds are offered through Qtrade Asset Management (a tradename of Credential Asset Management Inc). Mutual funds and other securities are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc.
†Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.
VirtualWealth® is a trade name of Credential Qtrade Securities Inc.
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