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​Business Wealth Management

​Whether you prefer your business investments to be automated, self-managed or guided by experts, we have access to the solutions and services to support you.


Business Online Brokerage


Self-manage your business investments with ease and confidence on Canada’s #1 online trading platform. Our partner, Qtrade Direct InvestingTM, empowers you to buy and sell stocks, ETFs, and mutual funds on major Canadian and U.S. stock exchanges.

Key Features
  • Exceptional value – $8.75 stock trades for everyone, regardless of account value, and $6.95 stock trades for more active traders. Plus, choose from 60 free ETFs and trade mutual funds commission free.
  • Award-winning platform – Trade from your desktop or mobile device with an intuitive online investing platform rated one of Canada’s best by independent reviewers. 
  • Outstanding service – Get the right answers and solutions, right away with help from Qtrade’s expert investment representatives.
  • Accounts you need – Non-registered and registered accounts, including cash, margin, RSP, TFSA, RESP, RIF, and more.
  • Investment choices – Build a diversified portfolio from a wide range of investments including stocks, ETFs, mutual funds, bonds, GICs, and options, plus new issues/IPOs.
  • Industry-leading tools – Build, evaluate, and test your portfolio using Qtrade’s advanced analyst research and tools, including market news, model portfolios, technical data, and much more.

Digital Advice


Invest your money, not your time with digital advice from our partner, Qtrade Guided PortfoliosTM. A simple and convenient online investing service, it provides you with a professionally managed, low-cost portfolio to match your business goals.

Key Features
  • Fully automated online service you don’t need to monitor or manage
  • Professionally designed portfolios matched to your financial goals
  • Continuous oversight and regular rebalancing by their team of experts
  • Assistance from knowledgeable investment reps when you need it

Business Financial Planning


Our experienced financial advisors through StellerVista MoneyWorks (Qtrade Advisor) are here to help you meet your goals. They provide comprehensive, customized financial planning and investment management to ensure your business is on track for long-term success. 

Key Features
  • Invest well with your unique business needs in mind 
  • Develop a customized financial plan that minimizes tax and maximizes income, with your risk tolerance top of mind
  • Plan a succession strategy tailored to your business
  • Create peace of mind knowing your business is protected by insurance

Talk to one of our experienced financial advisors 

​David L McCracken

​Investment Advisor | Qtrade Advisor | Life Insurance Advisor
| StellerVista MoneyWorks  

T 250.426.6694

TF 866.533.5533

F 250.426.2250


IIROC AdvisorReport

​Colleen Andersen

​Administrative Coordinator | StellerVista MoneyWorks Investment Representative
| Qtrade Advisor 

T 250.426.6694

TF 866.533.5533

F 250.426.2250



​Make the most of mutual funds

​Mutual funds* are a great way to diversify your business’ portfolio, with many different categories to choose from. 

​Take advantage of guaranteed returns

​There’s nothing more satisfying than watching your business savings grow. StellerVista offers a full range of secure Term Deposits, from short to long term, at highly competitive rates.


​Business insurance

​Protect your business against the unexpected with an insurance policy tailored to its needs.

​Investing rates

​Take a look at our current, competitive interest rates for your investment solutions. 


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Check out our Learning Centre

​Get helpful tips, free resources and more!
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*​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 trademarks of Aviso Wealth Inc. and its subsidiaries.

*Qtrade Guided Portfolios is a trade name of Credential Qtrade Securities Inc.

*Mutual funds are offered through Qtrade Asset Management (a tradename of Credential Asset Management Inc). Mutual funds and other securities are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. Unless otherwise stated, mutual fund 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.

*​0948859 B.C. LTD. doing business as StellerVista MoneyWorks