Skip to main content

Wealth Management


No matter your starting point, we have customizable solutions that can help you hit any financial goal.

​Investing calculators

Our handy calculators will help you plan how much to set aside for your goals and how long it will take to reach them.

Investing rates

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

Community Bond*

  12 Month 
Cashable after 90 days with no penalty  
12 Month 
Auto renews into a 1 year term at maturity 
24 Month 
Auto renews into a 2 year term at maturity 
60 Month 
20% of original balance redeemable on anniversary with no penalty 
  Redeemable Non-Redeemable Non-Redeemable Non-Redeemable
$500 3.15% 4.95% 4.90% 4.20%
$25,000 3.40% 5.00% 4.95% 4.25%
$100,000 3.65% 5.05% 5.00% 4.30%

Lock in Your Rate Today >

*Please note that all rates and promotional offers are subject to change without prior notice. Our credit union reserves the right to modify or end any rates and promotions at any time based on market conditions or other factors. We encourage our members to check our website regularly or contact us directly for the most current rate information.

Online Brokerage


Invest independently 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

Is it time to talk to a Financial Advisor?


Our experienced financial advisors through Qtrade Advisor are here to help you meet your life goals. They provide comprehensive, customized financial planning and investment management to ensure you are working to achieve all the things that matter most to you.

Key Features
  • Invest well with your unique lifestyle needs in mind
  • Develop a customized financial plan that minimizes tax and maximizes income, with your risk tolerance top of mind
  • Create peace of mind knowing your loved ones are protected by insurance
  • Build a retirement plan tailored to you
  • Create an estate plan that reflects your values
  • Protect your business or plan your succession strategy

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 portfolio, with many different categories to choose from.

​Take advantage of guaranteed returns

There’s nothing more satisfying than watching your hard-earned money grow. We offer a full range of secure Term Deposits, from short to long term, at highly competitive rates.


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.

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