Tish brings his diverse education and experience the North Peace Financial Planning Team. He is passionate about helping people become financially secure by providing sound financial advice. After Tish completed his Bachelors of Commerce Degree in India, he came to Canada as a student where he completed his dual masters degree MBA and MSc International Business at Vancouver Island University in Nanaimo. He has his designation as a CIM (Charted Investment Manager) and is currently working on obtaining specialized designations of CFP (Certified Financial Planner).
Tax Free Savings
Life and Disability Insurance
North Peace Financial Planning LTD.
Financial planning is about more than investments. It's about determining your life goals and suitably managing your financial affairs so that you can achieve these goals. At North Peace Financial Planning Services Ltd., we can help you find the best path to achieving your goals.
North Peace Financial Planning Services Ltd. is a subsidiary of North Peace Savings and Credit Union offering financial planning, life insurance and investments.
Investing With & Without Advice
Investment Planning can be puzzling!
North Peace Financial Planning Services provides access to investment options for wherever you are, with products that suit your customized needs.
Our Specialists use different investments to help you achieve your financial goals. Call 250-787-0365 or email firstname.lastname@example.org to book an appointment today.
- Mutual Funds through Credential Asset Management
- Private Pools
- Term Deposits
- Segregated Funds
- Efficient Tax Structuring
*Mutual funds are offered through Credential Asset Management Inc. Unless otherwise stated, mutual fund securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions.
A smart, easy way to invest
VirtualWealth 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.
- A Portfolio that Fits Perfectly
- Build Your Wealth
- Mobile Apps for Tracking your Investments
- Friendly Support
- Continuous Oversight and Regular Rebalancing
- Keep More Money Invested
- Invest Responsibly
VirtualWealth is powered by Aviso Wealth, one of Canada’s leading independent financial services providers. Aviso oversees billions in assets under administration and management. It is owned by the provincial credit union Centrals, The Co-operators/CUMIS and Desjardins. VirtualWealth is a trade name of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.
We have partnered with Qtrade Investor to provide you with online investing from one of Canada’s best online brokers. If you prefer to self-manage your investments, Qtrade Investor empowers you to reach your investment goals.
- Exceptional Value
- Outstanding Service
- Accounts You Need
- Investment Choices
- Planning & Research Tools
- Convenient Access
- Award-Winning Trading Experience
Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade, Qtrade Direct Investing, and Write your own future are trade names and/or trademarks of Aviso Wealth Inc.