Ways to invest

Thrive Wealth Management

Thrive Wealth Management is Conexus’ trusted wealth management company. They’re a local, Saskatchewan company with local credit union values. They’re experts in wealth management and offer best-in-class wealth management products and services. 

Transitioning from Conexus to Thrive Wealth Management can be beneficial for members with a larger wealth portfolio or complex financial needs. Thrive Wealth Management provides access to specialized attention and advanced investment plans tailored to our members. Additionally, Thrive Wealth Management has broader opportunities in selecting and managing investment products through Aviso Wealth, along with offering personalized financial planning and estate planning services, ensuring a comprehensive approach to wealth management.

Contact Thrive

Why choose Thrive Wealth Management?

Investment accounts

Your financial toolboxes for your goals.

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

Investment products

A broader range through Aviso Wealth.

Use your financial tools to make your money work for you and increase it, with access to a broader range through Aviso Wealth.

Estate and legacy planning

Create a lasting plan for your family’s future.

Create a map for your family’s financial future. Thrive will work with you, your family, and your legal advisors to manage inheritances, charitable giving, and endowments, so you can leave a lasting impact on the things you care most about.

Financial planning

A roadmap for your money.

Financial planning is like creating a roadmap for your money. Thrive can help you set clear goals and make thoughtful investment decisions so you can achieve the things you want in life; whether it's buying a home, sending your kids to university, or retiring comfortably.

Investment and wealth planning

Build a plan to grow and protect your wealth.

They'll help you create a personalized plan for saving, investing and managing your wealth. Together, they'll explore the right strategies and investment options to help you grow, protect and make the most of your money while working toward your financial goals.

And more

Comprehensive wealth management, beyond investing.

From budgeting to debt management, let's chat. Thrive offers comprehensive wealth management beyond investments alone.

FAQs

Not sure if Thrive is right for your situation?

Thrive Wealth Management is Conexus's trusted wealth management company — a local Saskatchewan business with credit union values, offering best-in-class wealth management products and services.

Thrive provides personalized wealth management services, including financial planning, investment planning, wealth planning, estate and legacy planning and succession planning support.

Conexus Advisors can help members at all stages of their financial journey with guidance on saving, investing, borrowing and financial planning. Thrive Wealth Management provides more specialized wealth management support for members with larger portfolios or complex financial needs.

Thrive works with members who have larger wealth portfolios or more complex financial needs. If you’re unsure which service is right for you, a Conexus Advisor can help you determine the best place to start.

Start by connecting with your Conexus Advisor. They’ll take the time to understand your financial goals, needs and overall situation. If Thrive Wealth Management is the right fit for you, your Conexus Advisor will introduce you to the Thrive team to explore how they can help you build and manage your wealth plan.

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.

Book appointment

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/.