Let’s sit down and talk about where you want to go. Our wealth experts can help with financial planning, investment planning, and estate and legacy planning.
Thrive Wealth Management
Your future is worth talking about
Thrive Wealth Management is Conexus' trusted wealth management company. They exist to help our member's wealth grow. Thrive is a local Saskatchewan company and also a credit union company, which means they have the same values as we do.
Thrive Wealth Management offers a range of services including:
Develop a better understanding of your financial position. Thrive approaches each client’s situation with a plan around your specific wealth goals.
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.
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.
We'll help you execute an effective and successful transition from your business or farm, whether you're transferring ownership within your family or outside. We'll also work with your team of lawyers and accounts to ensure your business/farm is fully protected.
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. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.