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💳 Credit Cards & Banking

Credit Card Optimization

Maximize every dollar you spend. Through my partnership with FinlyWealth, I help Canadians find the best credit cards for their lifestyle, spending habits, and financial goals.

Why Credit Card Strategy Matters

Most Canadians are leaving $1,000–$3,000+ in rewards on the table every year by using the wrong credit card. The right combination earns you free flights, cashback, hotel stays — while providing travel insurance and purchase protection you'd otherwise pay for separately. Through my FinlyWealth partnership, I help match you to the perfect card stack for your lifestyle.

🏆 Featured Card Highlights

Real cards. Real value. These are some of the best offers available right now in Canada.

SCOTIA
BANK

Scotia Momentum® Visa Infinite

💵 Best Cashback Card

The undisputed king of everyday cashback in Canada. If you spend heavily on groceries, gas, and recurring bills — this card is engineered for you.

4%
Groceries & Recurring Bills
4%
Gas & Daily Transit
2%
Other Purchases
$120
Annual Fee
💡 Shivang's Take:

A family spending $1,500/month on groceries, $300 on gas, and $200 on subscriptions earns ~$840 cashback/year — that's $720 net after the annual fee. This card also covers car rental insurance, which means you may not need to pay separately for that. Worth noting: "recurring bills" includes your Netflix, phone, car insurance pre-authorized payments — that 4% adds up fast.

💳 Apply via FinlyWealth → 📞 Ask Shivang
RBC
AVION

RBC Avion Visa Infinite

✈️ Best Travel Rewards 🔥 Welcome Bonus Active

One of Canada's most flexible travel rewards cards. Avion points transfer to multiple airlines including British Airways, Cathay Pacific, and WestJet — opening doors to some of the world's most exclusive flight experiences.

Current Welcome Bonus
55,000
Avion Points on approval + meeting minimum spend
🛩️ Real-World Example: Toronto → Doha in Qatar QSuite

Transfer your 55,000 Avion points → British Airways Avios, then use Avios to book a Qatar Airways QSuite Business Class seat from Toronto (YYZ) → Doha (DOH). This redemption — one of the most luxurious business class products in the world with a private suite, fully flat bed, and gourmet dining — retails for ~$7,500 CAD in cash. With points, you pay a fraction of that. The welcome bonus alone can cover this flight.

1.25x
Points on All Purchases
55K
Welcome Bonus Points
$120
Annual Fee
Travel Medical Insurance
💡 Shivang's Take:

Avion's flexibility is its superpower — you're not locked into one airline program. The card's built-in travel insurance also means you may be able to skip buying a separate travel policy for shorter trips. I always review what your card covers before recommending additional travel insurance — that's the integrated approach I bring that most advisors miss.

💳 Apply via FinlyWealth → 📞 Ask Shivang
AMEX
COBALT

American Express Cobalt® Card

🍽️ Best for Food & Dining

The best card in Canada for people who eat out, order food delivery, or cook at home. Earns Membership Rewards points that transfer to Aeroplan and other airline programs.

5x
Dining & Food Delivery
3x
Streaming Services
2x
Travel & Transit
$155.88
Annual Fee ($12.99/mo)
💡 Shivang's Take:

Pair the Cobalt with the Scotia Momentum and you've covered almost every spending category optimally — Cobalt for food and dining (5x), Scotia for groceries and gas (4%). This two-card combo is one of the most popular setups I recommend through FinlyWealth.

💳 Apply via FinlyWealth → 📞 Ask Shivang

🏗️ My Partnership with FinlyWealth

FinlyWealth is Canada's leading credit card optimization platform. As a partner advisor, I use their tools to analyze your exact spending and find the optimal card combination — then integrate that with your insurance coverage so you're never paying for duplicate protection.

1️⃣
Share Your Spending
Tell me your top categories — groceries, gas, dining, travel, subscriptions.
2️⃣
I Run the Analysis
Using FinlyWealth's platform, I find the card combination that earns you the most value.
3️⃣
Review & Apply
I walk you through the best options and help you apply with no pressure.
4️⃣
Check Your Coverage
I review your card's insurance so you don't pay twice for travel or rental coverage.
💳 Find My Best Card on FinlyWealth → 📞 Talk to Shivang First

Common Questions

Does getting a new credit card hurt my credit score?
A hard inquiry typically drops your score by 5–10 points temporarily. With responsible use, your score usually recovers within 3–6 months and often improves long-term through higher available credit and positive payment history.
How many credit cards should I have?
Most people benefit most from 2–3 cards: a strong everyday cashback card, a travel rewards card, and optionally a no-fee backup. More than that usually adds complexity without meaningful extra rewards.
Does my credit card travel insurance replace standalone travel insurance?
Sometimes — but it depends heavily on the card, your age, trip cost, and whether you have pre-existing conditions. I review your card's policy document with you so you know exactly what's covered and what isn't before you travel.
What's the best card setup for newcomers to Canada?
Several Canadian banks offer secured or newcomer-specific cards that don't require a Canadian credit history. I can point you to the best options through FinlyWealth to start building credit from day one.
Can Avion points really book a Qatar QSuite?
Yes — and this is one of the best redemptions available to Canadians. You transfer RBC Avion points to British Airways Avios, then use Avios to book Qatar Airways flights (they're a BA partner). A Toronto–Doha QSuite Business Class ticket that retails for ~$7,500 CAD can be booked for ~35,000–55,000 Avios depending on availability. The 55,000-point welcome bonus on the RBC Avion Infinite can cover this entirely.