Ways to invest

Conexus Advisor

A Conexus Advisor is someone you can talk to about your today and trust with your tomorrow. We’ll work with you to understand where you are, where you want to go and what matters most to you. Whether you’re building savings, managing debt, planning for the future or navigating a big financial decision, an Advisor can help you understand your options and make confident choices.

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The exterior of a Conexus Credit Union branch.

Why talk to a Conexus Advisor?

It's free.

Your financial toolboxes for your goals.

There’s no cost to meet with a Conexus Advisor, so you can get guidance without any obligation.

Get expert guidance.

Make your money work for you.

Just as you turn to a doctor for expertise in your health, a Financial Advisor can help you understand your money and make informed decisions about saving, spending, borrowing and investing

Get an objective perspective.

From budgeting to debt management, let’s chat.

An Advisor can provide an unbiased view of your financial situation, helping you look at your options and make decisions based on your goals and what matters most to you.

What can an Advisor help you with?

Financial planning

A personalized plan tailored to your goals.

We'll work with you to develop a personalized financial plan tailored to your goals, risk tolerance and individual needs. This includes ensuring you have the right banking products to support your day-to-day banking and those to help you reach your short and long-term goals.

Budgeting and savings strategies

Create a budget and save more effectively.

Our Financial Advisors can help you create a budget, manage expenses, and develop strategies for saving money effectively.

Investing and borrowing guidance

Make confident decisions about your money.

Whether you’re investing for the future or borrowing for a home, vehicle or other needs, we can help you understand your options and choose what fits your goals.

FAQs

Common questions

Here’s what people ask us the most. 

A Conexus Advisor can help with more than investing. They can help you create a financial plan, build savings strategies, manage debt, explore borrowing options and make informed decisions about your money.

No. Conexus Advisors work with members at different income levels and can provide guidance based on your individual situation, goals and needs.

No. There is no additional cost to meet with a Conexus Advisor for financial advice and guidance.

Absolutely. Advisors can help with budgeting, saving, debt management, borrowing and other financial decisions—not just investing.

No. An Advisor can help with financial decisions at any stage, whether you’re building savings, managing debt, buying a home, investing for the future or planning for retirement.

Ready to get started?

Let’s talk about your goals.

Whether you’re planning for today or your future, our Advisors are here to help you understand your options and find a path that works for you.

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Mutual funds, other securities and securities related financial planning services are offered through Aviso Wealth, a division of Aviso Financial Inc. Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc. Qtrade and Qtrade Direct Investing are trade names and/or trademarks of Aviso Wealth Inc. and its subsidiaries. 

Unless otherwise stated, mutual funds, other securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated. 

Protect yourself from fraud: Be vigilant against phishing and spoofing attempts. Always ensure you are on our official website by checking the web address and security indicators. We will never ask for sensitive information via email or redirect you to unfamiliar sites. If in doubt, contact our Member Contact Centre immediately. Learn more about ways to protect yourself from fraud by visiting: https://www.conexus.ca/security/.