Get a bonus of at least $150 when you invest responsibly.

Book an appointment

Conditions apply. Offer ends March 31, 2021.

Get a bonus of at least $150 when you invest responsibly.

Terms and conditions apply

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.

*Environmental, Social, and Corporate Governance (ESG) analysis may vary by investment company

How to get your bonus

What's Socially Responsible Investing?

It's responsible. planet-friendly investing.
Socially Responsible Investing is a green and socially responsible investment solution. You can avoid investing in companies involved with fossil fuels, tobacco, nuclear power, military weapons, adult entertainment, or gambling*.

And there's a bonus?
You bet. Simply transfer $1,000 or more, and you'll receive a bonus deposit of at least $150. Plus, with the March 1 RRSP deadline approaching, now's an even better time to start investing responsibly.

See the terms and conditions for all eligibility criteria.

Why chat with one of our wealth professionals?

  • We'll get you set up for growth
    We can arrange pre-authorized contributions of as little as $50, so your money (and positive influence) grows faster.
  • Discover your investment options
    Make your money work harder, no matter the size of your portfolio.
  • We'll walk you through it
    First time investor? Want to know more? We can answer any questions you have.
  • Learn how your money will help
    We can tell you how your money will contribute to positive, lasting change locally, and globally.
  • Get set for investment success
    Tell us about your short, medium, and long term wealth goals, and we can design an investment plan to help you achieve them.

Conditions apply. Offer ends March 31, 2021.

Meet with us
Book a phone appointment with a wealth professional.

Invest $1,000 or more
Transfer funds into an eligible account by March 31, 2021.

Receive your bonus
We'll deposit your bonus by October 30, 2021.

  • We'll get you set up for growth
    We can arrange pre-authorized contributions of as little as $50, so your money (and positive influence) grows faster.
  • Discover your investment options
    Make your money work harder, no matter the size of your portfolio.
  • We'll walk you through it
    First time investor? Want to know more? We can answer any questions you have.
  • Learn how your money will help
    We can tell you how your money will contribute to positive, lasting change locally, and globally.
  • Get set for investment success
    Tell us about your short, medium, and long term wealth goals, and we can design an investment plan to help you achieve them.
Book an appointment

Ready to invest in a brighter future?

* Terms and conditions apply

By phone

604-829-5560
Mon - Fri: 9 am to 5 pm 
Sat: 9 am to 3 pm

By phone

604-829-5560
Mon - Fri: 9 am to 5 pm 
Sat: 9 am to 3 pm

If you're interested in investing responsibly, or Sustainable Wealth Management, simply select the button below to set up a phone appointment with one of our wealth professionals. Or call 604-829-5560 for more information.

If you're interested in investing responsibly, or Sustainable Wealth Management, simply select the button below to set up a phone appointment with one of our wealth professionals. Or call 604-829-5560 for more information.

Book an appointmentBook an appointment

It's responsible. planet-friendly investing.
Socially Responsible Investing is a green and socially responsible investment solution. You can avoid investing in companies involved with fossil fuels, tobacco, nuclear power, military weapons, adult entertainment, or gambling*.

Please note appointments can only be booked 3 weeks in advance

Please note appointments can only be booked 3 weeks in advance.