Investment Planning

More than just asset management.

For a powerful and well-diversified investment plan, you’ve come to the right place. Our team of seasoned Wealth Specialists have access to a large variety of options including a diverse suite of mutual funds to help fuel your investment portfolio.

You’re in good hands with our Wealth Specialists. Their approach is comprehensive, their advice backed by in-depth research and expertise, and most importantly, their service is personal.

Together, they can help you with:

  • Portfolio reviews
  • Retirement savings and income planning
  • TFSAs, RRSPs, RRIFs and more

Reaching your financial goals is easy. It begins with a conversation.

Have you heard of Responsible Investing (RI)?

There are 3 really great reasons to get involved in Responsible investing (RI)! 

  • RI can improve risk management
  • RI can enhance long-term financial performance
  • RI contributes to positive societal change

Reach your goals faster!

Build savings effortlessly while taking advantage of compounding and dollar-cost averaging with a pre-authorized contribution!

  • Set It
  • Forget It
  • Build Your Future

When is it time to start your investment journey?

“I was in my early 20’s when my wealth specialists suggested I start a pre-authorized contribution (pac) to an investment.
I set up a pac for $100 every payday and 10 years later, I have a wealth portfolio that I never dreamed possible!”

-DNCU East Member

Families with comprehensive financial plans reported higher levels of well-being.

Financial well-being = 85%
Emotional well-being = 62%
Overall happiness = 44%

If you have never met with a Wealth Specialist to plan your financial goals, it may be worthwhile to start!

Our Wealth Specialists promote peace of mind by helping you create a plan specific to your unique situation.

Investors who work with a wealth specialist save twice as much as those who do not.

Our Wealth Specialists provide professional, unbiased advice about how to best achieve your financial goals!

Wealth Specialists

For a powerful and well-diversified plan, you’ve come to the right place. Our team's approach is comprehensive. Their advice is backed by in-depth research and expertise and most importantly, they care about you and your success.


Serving Carrot River,
Arborfield & areas



Serving Nipawin & area



Serving Carrot River,
Nipawin & areas



Aviso Wealth & Aviso Insurance
Serving all DNCU



Serving Prince Albert
& area



Serving Nipawin, White
Fox, Choiceland & areas


Calculate how much you need to save to reach your goals

Whether you are just starting out or already have a healthy nest egg, our calculators will help you see just how much you need to put away to reach your savings or investment goals!

Qtrade Direct Investing®

Empower yourself to reach your investment goals with our online investing platform!

We have a credit card to fit your lifestyle

Discover the Diamond North Credit Union Mastercards! With various personal and business options, we have a card to fit your lifestyle. Earn cash back, get travel rewards, and more.

Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc.
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