Thrive

Thrive Wealth Management is a Saskatchewan based wealth management company, owned by Conexus Credit Union. Because of their credit union roots they sit on the same side of the table as you – their clients. They exist to help your wealth grow!

Thrive’s team is focused on helping to improve your financial security. Through their life stage approach, they can provide you with investments and opportunities that are directly related to your unique needs. Here’s just a few of the services that Thrive offers to their clients:

FINANCIAL PLANNING

To develop a better understanding of your financial position, Thrive approaches each client’s situation with a plan around your specific wealth goals.

INVESTMENT PLANNING

Thrive believes investment planning is crucial at any life-stage. They will look after your investment portfolio to ensure that it always aligns with your current priorities.

WEALTH PROTECTION PLANNING

Thrive offers protection planning that will give you peace of mind, by ensuring that you and your loved ones are protected in times of need.

ESTATE AND LEGACY PLANNING

Thrive will work closely with you and your family, as well as your lawyer, to assist with family inheritance, charitable giving and planning for endowments.

To learn more about how you can Thrive – check them out online http://www.thrivewealth.ca/

Thrive

Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.