Help & Advice

Your go-to source for financial advice and digital assistance!

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Your financial decisions should support your needs and your goals.

Find some great information here to help you manage your money so that it can benefit you and your family.

Plan a stable future, but enjoy your time while you do it!



Help and How-tos

Digital Banking Help

Topics and information on everything you need to know - from your first time logging in to setting up business delegates.
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You'll also find FAQs (for personal and business) that make digital banking as simple as possible.

App Upgrade Assistance

See how our apps have improved and are more secure! 
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Important dates, action items, system notifications and FAQs related to our app upgrades can be found here

Life Advice

Budgeting Basics

By carefully watching where your money is going and sticking to a budget, you will be surprised how financially responsible you can be!

Learn how easy it is!

Mortgage Basics

Buying a home is a huge commitment!
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Read on to familiarize yourself with the varying mortgage types and features so you understand your options and can make the best choices for you!

Understanding Credit Scores

There are many common credit score facts and myths, and understanding the truth about your credit score is vital.
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Learn how to protect and improve your credit score, then see the benefits!

Investing Advice

What is a Financial Plan?

The roadmap to getting to where you want to be; and can be done on your own, or with the guidance of a professional.
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Good financial planning looks at your current income and expenses, savings, investments, and insurance; and considers your goals for the future.

The Importance of Estate Planning

Estate planning isn’t something that most of us look forward to, and few of us have the expertise to deal with all the legal nuances and complex issues involved in the actual planning process.
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In the long run, an estate plan can help you protect those who matter most.

TFSA vs. RRSP

You may already use an RRSP to invest in the future. But did you know there is another option – the Tax-Free Savings Account, or TFSA.
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It’s a great complement to your RRSP but the challenge is deciding when it’s best to choose a TFSA over an RRSP.
Click below for some general guidelines.

What is Qtrade Guided Portfolios?

Thanks to advances in technology, a simple online investing service, sometimes called “digital advice” or “robo-advice”, is now available to our members. 
Read on to learn how it works, it may be a service worth considering!

Fraud Awareness

Fraud Prevention

Great videos and information with plenty of tips and tricks on how to spot a scam and how to avoid becoming a target!

How To Avoid Online Fraud

Learn about the precautions you can take to ensure no one has access to your money, email account, or any other valuable or sensitive property.
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