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

After Grad Bonus®

Get a $1,000 bonus from Valley First—now you can make saving for
your child's education simple!

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.

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

Online

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.