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Investing
Ways to invest
At Conexus, we know investing isn't one-size-fits-all. We're here to make it simple for you to invest your way. It's all about what suits you best!
Get advice - how and when you want it
Conexus advisor
Whether you’re seeking personalized investment guidance or comprehensive life planning, the dedicated Conexus advisors on our team are here to guide you every step of the way, regardless of the scale of your goals.
✔ Choose your preferred mode of communication – in person, via phone, or through video – whatever suits your needs
✔ Receive customized advice on savings and investments that align with your unique goals
✔ Access specialized and personalized planning services, covering areas such as retirement, estate planning, taxes, and more
Great for: anyone looking for a hassle-free way to start managing their finances and investments without the responsibility of overseeing their own financial strategies.
Psst – did you know all Conexus members have access to complimentary Conexus advisory services?
Guiding your financial journey – every step of the way
Thrive Wealth Management
We exist to help our members’ wealth portfolio grow. Whether you’re thinking of your family’s future, considering investment options, or have a plan to travel the world – we're ready to help you improve your financial outlook.
✔ Financial and investment advice, specific to your wealth goals and priorities
✔ Estate and legacy planning, assisting with inheritance, charitable giving and planning for endowments
✔ Succession planning, helping you execute an effective and successful transition from your business or farm
Great for: anyone who already has a wealth portfolio or complex financial needs and requires access to specialized attention and advanced investment planning.
Call all your own shots - trade and invest online
Qtrade - Direct Investing®
Conexus has partnered with Qtrade Direct Investing® to give you the confidence to buy and sell stocks, bonds, ETFs, and mutual funds with low trading fees.
✔ Access to their award-winning trading platform
✔ Realize your opportunities with industry-leading tools
✔ Move forward with Canada’s best online trading support
Great for: anyone who would like a more hands-on experience with their investment portfolio on a digital platform.
Have questions? That’s what we’re here for!
Give us a call
Have questions about which investment option is most suitable for you?
Schedule an appointment
Want to learn more about investing? Book an appointment with one of our advisors.
Tools & Resources
Calculator
You’re only one calculation away from the bigger picture
Money Advice for Life
Why You Need To Be Investing During Your 20s and 30s
Disclaimer
Mutual funds, other securities and securities related financial planning services are offered through Aviso Wealth, a division of Aviso Financial Inc. Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc. Qtrade and Qtrade Direct Investing are trade names and/or trademarks of Aviso Wealth Inc. and its subsidiaries.
The information on this page is provided as a general source of information and shouldn’t be considered personal investment advice or a solicitation to buy or sell any mutual funds or other securities. When in doubt, it’s always a good idea to consult with a financial advisor for personalized information and guidance.
Protect yourself from fraud: Be vigilant against phishing and spoofing attempts. Always ensure you are on our official website by checking the web address and security indicators. We will never ask for sensitive information via email or redirect you to unfamiliar sites. If in doubt, contact our Member Contact Centre immediately. Learn more about ways to protect yourself from fraud by visiting: https://www.conexus.ca/security/