Investments

Help your money work for you with strategic investments.

49 North is one of the largest wealth management companies in BC, working with clients throughout Western Canada

According to the annual BMO RRSP Study 2020:

“Half of Canadians point to financial advisors being better equipped to help them meet their goals as the main reason for working with one.”

For many people, investing can be a daunting task, one that requires education, knowledge, and comfortability with risk.

Working with a financial advisor can help you gain confidence in your investment portfolio. We’ll help you build goals, set a strategy, and find investment opportunities that you feel comfortable with. We offer the following investment services:

  • Stocks
  • Mutual Funds
  • EFT’s
  • Private Investment Pools
  • Private Equity
  • Segregated Funds
  • GIC's

Contact our team to learn more.


Jamie Cunningham
Mortgage Broker
Michelle McCullough
Mortgage Broker
Mortgage Brokers

Other Services

Group Benefits
Group benefits help cover a portion of your health care costs. Our plans can be customized to include the benefits and services you want, and to fit within your budget. Having group benefits can help improve your ability to access the health care services you want and need, and give you peace of mind knowing you will have financial support should an unexpected event arise.
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Retirement
Everyone wants to feel secure in their future. You want to know your money will last, even if the market changes. Our Advisors can help you navigate retirement planning to ensure you’re set up for a lifetime.
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Insurance
Insurance can be an important safety net in times of crisis. Our Advisors can help you choose the right plan, from life protection to health insurance, and more complex strategies like tax-sheltered investing.
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Get your personal wealth plan.
Ready to start planning for your financial future?
Let’s grow your portfolio together.
Contact Us