Wealth management for everyday life.

Are you looking for a wealth management company that sits on the same side of the table as you? Someone who understands the everyday life of Saskatchewan living? If so, we'd love to introduce ourselves. We're a local credit union company with local credit union values. We're experts in wealth management and offer best-in-class wealth management products and services.

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what we do

FINANCIAL PLANNING

To develop a better understanding of your financial position, we approach each client’s situation with a plan around your specific wealth goals.

INVESTMENT PLANNING

We believe investment planning is crucial at any life stage. We will look after your investment portfolio to ensure that it always aligns with your current priorities.

Thrive wealth strategies

Protection plans (insurance*) can give you peace of mind, ensuring that you and your loved ones are protected in times of need. Learn more at thrivewealthstrategies.ca.

ESTATE AND LEGACY PLANNING

We work closely with you and your family, as well as your lawyer, to assist with family inheritance, charitable giving and planning for endowments.

Whether you're thinking of your family's future, considering your investment options, or have a plan to travel the world — we can advise you every step of the way.

We have experienced and professional advisors located across the province, ready to help you improve your financial security.

Meet the Team

Professional, knowledgeable wealth management advice designed specifically for your goals and dreams.

We are here to provide our existing and new clients with exceptional, streamlined wealth services through our unique brand. Our team offers a vast and exceptional level of experience and we cannot wait to help you reach your financial goals. Our vision is to be the premier provider of wealth management solutions in each and every credit union market we serve.

Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

*Thrive Wealth Strategies Ltd. is a subsidiary of Thrive Wealth Management Ltd., offering financial planning, life insurance and investments to members of credit unions and their communities.