What if you could learn the secrets to building and preserving wealth—straight from the experts?

On The Wealthy Life Podcast, we interview guests on a wide variety of relevant topics aimed at informing and empowering you to make smart decisions in every aspect of your financial life.  Things like:  reducing debt, increasing cash flow, retiring comfortably, investing wisely, reducing taxes, drafting legal agreements, caring for aging parents, insurance and estate planning, and so much more.

You’ll hear money tips from both subject matter experts and from really successful people on how they have built wealth and the lessons learned along the way.

Ultimately, you’ll feel informed, empowered, and inspired—so you can live The Wealthy Life.

Subscribe now to The Wealthy Life Podcast on your favorite platform—and start living your best life today.

Get Started Investing

Getting started with investing doesn’t require perfection, it requires a confident first step. There is no single "best" way to invest, so give some thought to an approach that fits your goals, comfort level, and desire for support. Whether you prefer professional guidance or a do‑it‑yourself model, understanding your options will help you find the right path to take to build confidence and momentum.
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1. Full‑Service Financial Advisor

A full‑service advisor works with you holistically, often supporting investments alongside retirement planning, tax efficiency, estate planning, insurance, and cash‑flow strategy. They typically have access to almost any investment option available (GICs, Stocks, Bonds, Mutual Funds, ETFs and more).
 
Best for you if you:
  • Want personalized advice and long‑term partnership
  • Value accountability and ongoing guidance
  • Prefer delegating investment decisions
Things to consider:
  • Minimum investment amounts may apply
  • Fees vary by firm and service model
  • Choosing the right advisor is essential
*Read  this Finding The Right Advisor article for more guidance
*Use The Globe & Mail's Find an Advisor tool to identify advisors to interview

2. Bank or Credit Union Advisor

Most banks and credit unions offer access to GICs, mutual funds and basic investment planning through in‑branch advisors.
 
Best for you if you:
  • Want simplicity and convenience
  • Already bank with the institution
  • Are starting with straightforward needs
Things to consider:
  • Investment selection may be limited
  • Advisors typically work with many clients
  • Advice may be product‑focused rather than comprehensive
*Start with the financial institution you currently have your day to day banking with.

3. Robo‑Advisor (Automated Investing)

Robo‑advisors invest your money using automated portfolios based on your risk tolerance and goals, usually at a lower cost.
 
Best for you if you:
  • Prefer a hands‑off, low‑cost approach
  • Are comfortable with digital platforms
  • Don’t require personal advice
Things to consider:
  • Limited customization
  • Little or no human guidance
  • Not suited for complex financial situations

4. Discount Brokerage (Do‑It‑Yourself Investing)

A discount brokerage allows you to buy and sell investments on your own. You are fully in control of decisions, timing, and strategy.
 
Best for you if you:
  • Want maximum control and flexibility
  • Enjoy learning about investing
  • Are confident managing risk independently
Things to consider:
  • No advice or recommendations provided
  • Requires time, discipline, and education
  • Emotional decision‑making can be costly
Important Disclaimer
 
The Wealthy Life does not provide investment advice or recommendations. The information on this page is for educational purposes only and is intended to help you better understand your investing options. You are responsible for researching and selecting the approach, platform, or professional that is right for you.
 
Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc. Qtrade and Qtrade Direct Investing are trade names or trademarks of Aviso Wealth Inc. and/or its affiliates.