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Make the most of Mutual Funds*, Stocks* & Bonds*.

​Mutual Funds* are a great way to diversify your portfolio. There are many mutual fund categories to choose from, including equity, fixed income and balanced funds.​

 

Danielle Hollingshead, CFP® RIS 

FINANCIAL ADVISOR - SYNERGY CREDIT UNION | AVISO WEALTH

Danielle provides holistic financial planning services to individuals and families to balance short term goals with their future retirement lifestyle. She can help manage and grow your existing wealth with professionally managed investment solutions that fit your unique goals and needs. She has a strong belief that financial advice should be transparent and accessible to all, and is dedicated to sharing the value of financial education and advice so that members can feel empowered when making decisions about their money, reduce the negative impacts of money related stress, and sleep well at night knowing their advisor has their best interests at heart.

Credentials/Education highlights:

Certified Financial Planner® (CFP)
Responsible Investment Specialist (RIS)

Personal highlights:

Outside of work, I can be found chasing my two children and volunteering as the president of the Maidstone Museum Board. I enjoy caring for my chickens, crocheting and finding new adventures to share with my family.

Contact:

Email: Danielle.Hollingshead@synergycu.ca
Phone: 1-306-500-9122
Danielle Hollingshead, CFP RIS | LinkedIn

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

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DIY ONLINE INVEsTING

Qtrade Direct Investing®

You’ve got goals. For your future. For your family’s future. Pursue them with the confidence that comes from expanded investor knowledge and expert insights. And from tools that help guide your investment decisions.

We’ve partnered with Qtrade Direct Investing® to give you the confidence to buy and sell stocks, bonds, ETFs, and mutual funds - with low trading fees.

  • Realize opportunity with industry-leading tools.  Whatever your level of investment experience, build, evaluate and test your portfolio with calculators, and tools like Portfolio Creator™, Portfolio Score™ and Portfolio Simulator™, which feature the industry’s most advanced risk analysis and portfolio-building technology.
  • Move forward with Canada’s best online trading support. You can count on Qtrade. Friendly and responsive client service. Online self-help. How-to videos. An extensive library of articles and learning resources.  And more.

The key to investing confidence is in your hands. Qtrade can help you work toward your financial goals today. Open an account.

Not ready to commit? Take Qtrade for a spin with a 30-day free trial account. Sign up.

OPEN A DIRECT INVESTING ACCOUNT TODAY
Guided ONLINE INVESTING

Qtrade Guided Portfolios®

Get Started with Qtrade Guided Portfolios today! A smart, easy way to invest

Qtrade Guided Portfolios is a simple and convenient digital investing service that provides you with a professionally managed, low-cost portfolio to match your personal financial goals, timeline and risk tolerance. Qtrade Guided Portfolios offers investment portfolios for a wide range of investor needs, including Responsible Investing options. Core portfolios track the performance of Canadian, U.S. and global stock and bonds. Responsible Investing portfolios make a positive impact beyond a financial return. The investment managers evaluate investments based on environmental, social and governance performance and work directly with companies to encourage improvements in their sustainability as well as their growth. Getting started is easy. Tell Qtrade Guided Portfolios a little about yourself and you’ll receive a recommendation for an expertly designed portfolio that fits your needs. Then fund your account online and Qtrade Guided Portfolios will do the rest for you. Qtrade Guided Portfolios provides:

  • A fully automated service so you don’t have to make any investment decisions
  • A professionally managed portfolio of high-quality investments that are diversified across geographies, sectors and industries
  • Continuous oversight and regular rebalancing by our team of experts
  • Mobile apps for tracking your investments
  • Friendly support from knowledgeable investment representatives by email and phone
OPEN A GUIDED PORTFOLIO TODAY
 

Stocks

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​Stocks

Stocks allow you to benefit from the success of a company either through dividends or capital gains. They can be purchased through equity mutual funds or exchange traded funds via Qtrade Direct Investing®. 

​Good for you if:

  • You want potentially higher returns
  • You have a longer time frame
  • You can take on a level of risk 

Bonds

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​Bonds

If you’re looking for more conservative investing options, bonds are likely a good option. Typically, bonds are issued by federal, provincial or municipal governments.

​Good for you if:

  • You want potentially less risk

  • You prefer stability
  • Have a conservative investing profile
 

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

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​​Whether you're investing for retirement, a down payment or more, our expert investment team will tailor their advice to help.

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​​Our handy Savings Calculator will help you estimate how your investments will grow over time.

​CALCULATE NOW
 

Get in touch with us!

We look forward to connecting with you.

 
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