Wealth Services

Our team can help members set and achieve their unique financial goals through the right combination of investment related solutions and services.

Community First is pleased to be able to provide our members with access to the following investment-related solutions and services:

  • Money Management
  • Retirement Planning
  • Education Planning
  • Investment Planning
  • Estate Planning
  • Wealth Protection Planning

If your needs are more complex, our Wealth Consultants also work with an extended team of experts in the areas of philanthropy, pension and trust services and tax, legal and accounting services.

Protect your wealth and the ones you love. It begins with a conversation.

Contact a Wealth Management Consultant today >

Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

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