A new way forward for your finances
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
Philanthropy
Responsible Investing
Build your wealth
Investment Planning
Investment Management
Income Strategies
Tax Planning
Protect what matters
Insurance
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.