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Your financial plan can start with a simple conversation

A Conexus advisor is someone you can talk to about your today and trust with your tomorrow.

We’ll work with you to help keep your future in focus. Here’s why you should chat with a Conexus advisor:

  • It's free! You have nothing to lose and everything to gain.

  • As doctors are experts in medicine, financial advisors are experts with money. They can give you advice on spending and saving or managing debt.

  • They provide you with an unbiased view of your financial situation. They can help you make decisions based on your best interests, without any emotional attachments to outcomes.

Talk to an advisor
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A Conexus financial advisor can help you with:

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Investment accounts →

Your financial toolboxes, including RRSPs and TFSAs, where you can invest funds to work towards achieving your financial objectives

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Investment products →

Use your financial tools to make your money work for you and increase it! Including stocks, bonds, mutual funds, and more

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And more →

From budgeting to debt management, let's chat

Popular range of services include:

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Financial planning: 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.

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Budgeting and savings strategies: our financial advisors can help you create a budget, manage expenses, and develop strategies for saving money effectively.

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Borrowing and loan guidance: we can assist with understanding and obtaining loans, whether for personal needs, getting a credit card, buying a home, financing a vehicle, and more.

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Mortgage and real estate support: we’ll guide you through the process of buying a home, including understanding your mortgage options and making informed decisions

We're here to give it to you straight

Let’s debunk some common misconceptions:

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You need to have a lot of money to talk to a financial advisor. FALSE.

We work with members from all income levels and provide you with advice and guidance based on your unique situation.

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Financial advisors cost money. FALSE.

Our services come at absolutely no additional cost to you. You can schedule an appointment, reach out via phone or email, and there will be no fees involved.

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Financial advisors are only for investments. FALSE.

Investment advice is one aspect of financial advice, however, it’s not the only one. Financial advisors can help with a wide range of financial matters including budgeting, retirement planning, debt management, and more.

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Financial advisors sell you products you don’t need to hit sales targets. FALSE.

A financial advisor will provide advice and guidance based on your unique situation. They’ll recommend products that may help you reach your financial goals and needs.

Thrive Wealth Management

Do you already have a wealth portfolio and investments on the go? If you’re looking for tailored and specialized advice, talk to Thrive Wealth Management, Conexus’ trusted wealth management company.

Learn more

Have questions? That’s what we’re here for!

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Give us a call

Have questions about which investment option is most suitable for you?

Call 1-800-667-7477
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Schedule an appointment

Want to learn more about investing? Book an appointment with one of our advisors.

Book appointment

Disclaimer

Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade and Qtrade Direct Investing are trade names and/or trademarks of Aviso Wealth Inc. The information contained on this webpage was obtained from sources believed to be reliable; however, we cannot guarantee that it is accurate or complete. This information is provided as a general source of information and should not be considered personal investment advice or a solicitation to buy or sell any mutual funds and other securities. The views expressed are those of the not necessarily those of Credential Asset Management Inc or Credential Securities.