Welcome to the Wealth Desk
Connect with a financial expert. To speak with our team about financial advice, investment strategies, or wealth management, contact our Wealth Desk Monday through Friday, 9 am to 5 pm at 1-844-600-3586
Our representatives are ready-when-you-are to help with investment questions, advice and solutions.
Connect with a financial expert. To speak with our team about financial advice, investment strategies, or wealth management, contact our Wealth Desk Monday through Friday, 9 am to 5 pm at 1-844-600-3586
Connect with a financial expert. To speak with our team about financial advice, investment strategies, or our wealth management, contact our Wealth Desk Monday through Friday, 9 am to 5 pm at 1-844-600-3586
That means you can be confident that your unique needs come first. We understand that everyone is different, and we tailor solutions that are just right for you.
Find out more about Credit Unions and why we feel we are a better alternative than the big banks.
Time goes faster than you think and saving for retirement can never happen too soon. Registered Retirement Savings Plans (RRSPs) are an essential part of a rounded portfolio that ensures you have a secure financial future. Tandia has a number of safe and secure RRSP investment options available.
Tandia’s "Money Mojo Quiz" is a fun and simple eight questions that leverages the Financial Health Network’s FinHealth Score® Toolkit. After completing the Money Mojo Quiz, you’ll receive your Money Mojo colour and a guide to help you have a future discussion around financial planning.
At Tandia we have a range of investment products that can help you reach your financial goals. We have a full complement of traditional investment products that can be held within or outside of a registered plan.
No matter what stage of life you are in or how much money you have to invest - we are here to work with you and help your savings grow.
Whether you’re saving for the future, preparing to buy your first home, or planning and protecting your estate, our suite of Wealth services can help you build an investment portfolio that’s tailored to your unique financial goals. Let us help you build a secure and strong financial future.
Get in touch with us at any time, whether it’s a question about our services or a comment on how we can do things better. Your voice is number one at Tandia.
To report a lost or stolen MEMBER CARD® debit card during regular business hours, call 1-800-598-2891 after hours please call 1-888-277-1043.