Valley First

Investment Plans

All Valley First investment plans include:

  • Sound advice from our
    investment professionals
  • Diversification options
  • FREE second opinion on your portfolio
  • Peace of mind

Socially Responsible Investing

Achieve your financial goals while making a positive difference.

Learn more

Online Investing

We are pleased to partner with Qtrade Investor—consistently-ranked as Canada's #1 online brokerage by The Globe and Mail and Morningstar.

Retirement Savings Plans

  • Tax-sheltered investing
  • Tax-savings benfits
  • Array of investment options

Retirement Income Plans

  • Control your income
  • Tax-sheltered growth
  • Array of investment options

Tax Free Savings Account

  • Tax-free withdrawals
  • Array of investment options

Education Savings Plans

  • Tax-shelted growth
  • Government incentives
  • Tax savings

Diversified Plans

At Valley First, our team of investment professionals can help you develop a customized plan to accomplish your financial goals.

Online brokerage services are offered through Qtrade Investor. Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor. Qtrade Investor and Qtrade Advisor are divisions of Credential Qtrade Securities Inc. Mutual funds and related financial planning services are offered through Qtrade Asset Management Inc.

Ready to invest? Creating an investment plan with us is easy!


Book an appointment online to meet with a representative to reach your investment goals.

In Person

If you're more comfortable coming in to see us, we'd be happy to create a new investment plan for you or make changes to your existing plan.

By Phone

If you’d like to call us, here is a complete list of our branch and insurance office numbers.