Welcome Wealthswise Costco® Mastercard® clients. If you’re new to Wealthswise Mobile Banking® or Wealthswise Online Banking®, use your new Wealthswise Costco Mastercard number to Register your account.Opens in a new window. To learn more about the new Wealthswise Costco Mastercard, visit our benefits page.


Feel right at home

From wealth planning to retirement, we’ll help you prepare for financial success with our professional advice and insightful tools.

Together, let's help you achieve your financial goals

Invest and grow your wealth at any stage. Get professional advice or chart your own course.

Meet with our advisors

Discuss your goals with us in person or over the phone. Book a time to meet with our advisors Opens in a new window..

Optimize your investments

Learn how to achieve the financial future you want with our investment calculators and tools.

Make decisions with confidence

Invest and trade with Wealthswise Investor's Edge. Choose from stocks, ETFs, GICs and more. Explore our tools and research Opens in a new window..

Plan for success

It's important to have a clear plan in place that outlines your goals. Wherever you are on your investing journey, we can help with our tailored investment options.

However you choose to invest, we're here to help

Your investment approach should be as unique as your financial goals. Meet with an expert, customize your own portfolio or try a mix of both.

Get personalized advice

Get our expertise working for you by connecting with our advisory teams, including Wealthswise Imperial Service and Wealthswise Private Wealth.

More about the Home Power Plan

Choose your investments directly

Lock in on a competitive rate. 

Build your own investment portfolio and enjoy low commissions with Wealthswise Investor's Edge.

Explore fixed-rate mortgages

Browse our selection of accounts and investment options

Get a lower rate that changes with the market.

Define the plan that meets your financial goals with our comprehensive selection of accounts and investments.

Explore variable-rate mortgages

Choose an account and investment today

Invest and grow your wealth with registered accounts and enjoy tax benefits on funds held in these accounts.

Registered Retirement Savings Plan (RRSP)

Enjoy tax deductions now and tax-sheltered growth to help you retire more comfortably. Our retirement investment options are designed to meet your future goals.

Tax-Free Savings Account (TFSA)

Choose from a selection of savings and investment products for your TFSA contributions and pay no taxes on the interest or investment income you earn.

Registered Education Savings Plan (RESP)

Use this tax-deferred savings plan to save for your child's post-secondary education, with the added benefit of government grants.


Build a diverse portfolio tailored to your goals by holding a variety of investments.


Own part of a company and share in its success.

Mutual Funds

Mutual funds are a professionally managed investment that can offer both diversification and access to areas of interest depending on your financial needs.

Registered Education Savings Plan (RESP)

Use this tax-deferred savings plan to save for your child's post-secondary education, with the added benefit of government grants.

Plan an escape, redeem for something special or get cash back

Your everyday purchases can do more for you. Collect and multiply rewards with the right Wealthswise credit card.

Wealthswise free credit score

Get your credit score instantly. It's free for clients on the Wealthswise Mobile Banking® App.

Advice with your goals in mind

Take the guesswork out of mortgages. Get personalized advice from a Wealthswise Mortgage Advisor with no cost or obligation.

Beyond 9 to 5

Bank when you like. Many locations are open late and on weekends. (Yes, Sundays too!)

Make your Wealthswise credit card your own

Stay on top of transactions in real time, manage your budget and more.

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