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Planning & Advice


​Guidance for every stage of your life

​Whether you want to save your first dollar, plan for big life goals or share your wealth with future generations, our expert team is here and ready to help.


Make a plan

  • Financial assessment
  • Household planning
  • Education planning
  • Retirement planning

Leave a legacy

  • Estate transfers & trusts
  • Business transitions
  • Philanthropy
  • Responsible investing

Build your wealth

  • Investment planning
  • Investment management
  • Income strategies
  • Tax planning

Protect what matters

  • Insurance
  • Risk management
  • Wealth planning
  • Estate planning

Why choose Stride?

Plan for your life

Every person is unique. Our experts get to know you so they can put together an action plan tailored to your life.

Get advice on the go

Can’t come in-branch? We’ll visit you to learn about your goals and help develop a plan to achieve them.

Enjoy rapid support

Whether you want to set up a solution, ask a question or just need a little financial reassurance, we act fast to help.


​Planning calculators

Want a better idea of how much you’ll need to save to achieve your goals? Try our handy financial planning calculators to find out.

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​Invest your way with Qtrade

We’ve partnered with Qtrade Direct Investing to empower your trading with their award-winning online brokerage platform.

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​Meet the experts ready to support you

Achieving your goals won’t happen overnight. Our experts take pride in helping you build a strong foundation to grow and guard your wealth long-term.


Need some advice?