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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.
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..
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 our expertise working for you by connecting with our advisory teams, including Wealthswise Imperial Service and Wealthswise Private Wealth.
Lock in on a competitive rate.
Build your own investment portfolio and enjoy low commissions with Wealthswise Investor's Edge.
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.
Choose an account and investment today
Invest and grow your wealth with registered accounts and enjoy tax benefits on funds held in these accounts.
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.
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.
Use this tax-deferred savings plan to save for your child's post-secondary education, with the added benefit of government grants.
Investments
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 are a professionally managed investment that can offer both diversification and access to areas of interest depending on your financial needs.
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.
Get your credit score instantly. It's free for clients on the Wealthswise Mobile Banking® App.
Take the guesswork out of mortgages. Get personalized advice from a Wealthswise Mortgage Advisor with no cost or obligation.
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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