Thrive Feature

Let's go meet your future.

Whether you’re having your first or your first is starting a family of their own, we can help you invest for their future. 

We're a Saskatchewan, credit union-owned wealth management company. Because of our credit union roots we sit on the same side of the table as you. We exist to help your wealth grow! 

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A credit Union Company


Financial Planning

To develop a better understanding of your financial position, we approach each client’s situation with a plan around your specific wealth goals.


Investment Planning

We believe investment planning is crucial at any life stage. We will look after your investment portfolio to ensure that it always aligns with your current priorities.


Wealth Protection Planning

We offer protection planning that gives you peace of mind, ensuring that you and your loved ones are protected in times of need. Learn more at


Estate and Legacy Planning

We work closely with you and your family, as well as your lawyer, to assist with family inheritance, charitable giving and planning for endowments.

We're invested in you

Whether you’re thinking of your family’s future, considering your invesment options or working on your nest egg — we can advise you every step of the way.

We have experienced and professional advisors located across the province, ready to help you improve your financial security.

Meet the Team
Thrive Feature

We share the values that our credit union partners demonstrate, while providing the professionalism and knowledge that is vital for investment management.

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We are here to provide our clients exceptional, streamlined wealth services. Our team offers a vast level of experience and we cannot wait to help you reach your financial goals. Our vision is to be the premier provider of wealth management solutions in each and every credit union market we serve.