Conexus - Ways to invest

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?

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.