A new way forward for your finances


At Journey Wealth we help individuals and institutions grow, manage and protect their wealth through clear and helpful planning and advice. Learn more about our offering, explore our services and get to know our advisors to see how we can help you on your financial journey.

Planning and protection products built around you

Regardless of your net worth, our solutions are inclusive and available to everyone. Our approach ensures that you’re supported at every stage, with advisors focused on your best interests.

Professional wealth management for everyone

Investment and insurance services to help grow and protect your wealth

Personalized planning to serve the needs and goals of individuals or organizations

No minimum investment required

Realistic, helpful advice guided by credit union values you trust

Customized tools and online access to your portfolio documents and performance

Get there with clarity, confidence
and peace of mind

No matter what amount of money you have, we can help you plan and protect every aspect of your financial future, during each stage of your life or business cycle.

Wealth Solutions

Make a plan

Financial Assessment

Household Planning

Education Planning

Retirement Planning

Leave a legacy

Estate Transfers & Trusts

Business Transitions


Responsible Investing

Build your wealth

Investment Planning

Investment Management

Income Strategies

Tax Planning

Protect what matters


Risk Management

Wealth Planning

Estate Planning

Our Story

Journey Wealth provides wealth management solutions that are accessible to everyone, regardless of net worth. We help people and organizations plan, grow and protect their wealth with thoughtful investment and insurance options and advice, so they can experience financial well-being and peace of mind.

Ready to take the next step?

Reach out to us through the contact form below to speak to an advisor about your financial journey.

    We have partnered with Qtrade Investor, the best self-directed online brokerage as ranked by Surviscor, to provide you with online investing from one of Canada’s best online brokers. If you prefer to self-manage your investments, Qtrade Investor empowers you to reach your investment goals.