Masks Mandatory in all Locations

About Us

Thrive is credit union Owned. we’re committed to supporting what is best for you, our client.

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

We understand that investing money is confusing, that’s why we have made it our goal to mitigate that confusion for everyone who walks through our door. We are here to provide you with realistic advice, with a focus on your future goals. We will tailor solutions that are unique to your personal situation.

Our Approach

Through our life stage approach to financial planning, we can provide investments and opportunities that are directly related to their unique needs, no matter what stage or chapter of your life you are in. We listen with intent through our discovery phase until we fully understand your objectives and concerns. We want to know what you are most eager to pursue and protect.

We will work closely with your unique life stage to properly align you with our specialists in estate, trusts and insurance services.

Values

Integrity: We conduct ourselves with integrity in everything we do.

Respect: We have respect for every individual.

Professionalism: We use skill and good judgement to build trusting relationships.

Accountability: We inspire and promote an environment of accountability.

Governance

Important Information and Disclaimer

Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated. Credential Securities is a registered mark owned by Aviso Wealth Inc.

Thrive Wealth Strategies Ltd. is a subsidiary of Thrive Wealth Management Ltd., offering financial planning, life insurance and investments to member of credit unions and their communities.