Grow your money well.

Invest like a pro, tackle financial goals, and contribute to your community.

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Your Values. Our Expertise.

While you focus on the present, investWELL never stops working towards your future financial goals with a community minded wealth management expert that values the same things you do.

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How it works

Tailored to your needs.

Tell us your goals, current financial situation, risk tolerance, and when you want to reach them. We'll select investments built for your reality.

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How it works

Variety. It’s in the mix.

investWELL uses your profile to help you diversify your investments in low cost Exchange Traded Funds (ETFs), helping reduce your overall risk.

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How it works

Automated. Not left alone.

The market is in constant flux, but you don't have to worry about it day to day. Your account is constantly monitored by our financial experts to keep your portfolio on track.

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Easy investing. Simple pricing.

Investing isn't the only thing we've made easy. We'll rebalance and continually monitor your portfolio for one management fee that's based on the assets you have in your account.

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An impactful investment approach.

Our solution follows a simple and smart path to success, empowering you to achieve financial wellness with confidence.

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Our people helping people philosophy.

investWELL is partnered with credit unions across Canada in their efforts to positively impact the communities and members they serve by empowering them with alternatives to traditional banking institutions, and a values-based investing platform.

Be well. Grow money.

Tell us a bit about yourself, then check out the personalized portfolio investWELL selects for you. Once it's set up, you can leave all the monitoring, trading, and rebalancing to us.

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