Investing

Turn your money into more money without working harder – that’s the power of investing. Whether you want to save for retirement or reach other long-term financial goals, investment planning can help you make smart decisions with your money and build your wealth over time.

Our wealth experts are backed by Aviso Wealth and here to develop and manage a personalized investment strategy that fits your needs, risk tolerance and time horizon. We can also provide you with valuable insights, guidance and support throughout your investing journey to help you make the most of your money. There are many types of investments to choose from and your advisor will recommend a combination of strategies and some of those options may include mutual funds.

We’re here to help guide you through the complex world of investing to achieve your financial goals. When you invest at Affinity, you invest in your future.

The best time to start investing is today.

Reaching your financial goals is achieved by balancing what is often called the Triangle of Wealth.

Triangle of Wealth

The formula for wealth investing is made of three components:

  1. Time: The longer your money is invested, the more it will grow through the power of compounding interest . By starting early and staying consistent, you can reach your long-term financial goals.
  2. Target Goal: What financial milestones are you trying to reach? Whether you’re saving for a down payment on a home, your dream retirement or your child’s education, having a clear goal will provide direction and motivation for your investing behaviours.
  3. Rate of Return: The rate at which your investments will grow over time is determined by the mix of investments in your portfolio. This is based on your goals, risk tolerance and time horizon. A diversified approach will optimize your rate of return and help you achieve your target goal within your desired time frame.

Learn how these factors work together in our Formula for Wealth Calculator.

We’re invested in your future

Connect with one of our experts to start planning your future today!

Book an Appointment

Advice over the phone

Our Wealth Advisory Team is just a phone call away and can provide exceptional advice for all your investing needs, including opening mutual fund accounts.

Face-to-face advice

If you prefer to connect in-person, our Wealth Specialists and Senior Wealth Advisors are here to guide your personal investment journey. They offer in-depth advice on a broad range of investing solutions, portfolio management and financial planning. They’re available to meet you virtually or in-person at any Affinity Credit Union location across Saskatchewan.

Why Choose Affinity?

Our knowledgeable team of wealth experts provide a collaborative and professional approach to managing your investment plan, helping you navigate financial complexities and work toward your goals with confidence.

Meet the team

Personalized planning

Expert financial advice

Collaborative approach

Community focused

Customized products & services

Based in Saskatchewan

Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Aviso Wealth. Qtrade Direct Investing, Qtrade Guided Portfolios and Aviso Wealth are divisions of Aviso Financial Inc.