Qtrade Direct Investor

If you prefer to self-manage your investments, Qtrade Investor empowers you reach your investment goals with:

• Exceptional value: $8.75 stock trades for everyone, regardless of your account value, and $6.95 stock trades for more active traders. Plus, choose from 100 free ETFs and trade mutual funds commission-free.

• Outstanding service: Prompt, friendly service is part of the Qtrade experience. Get the right answers and solutions, right away. Knowledgeable investment representatives are ready to help you open a new account, transfer funds, or place a trade.

• Accounts you need: Non-registered and registered accounts, including cash, margin, RSP, TFSA, RESP, RIF, and more.

• Investment choices: Build a diversified portfolio from a wide range of investments including stocks, ETFs, mutual funds, bonds, GICs, and options, plus new issues/IPOs.

• Planning and research tools: In-depth research and powerful tools to help you set goals, find and evaluate investing ideas, and review your portfolio. Qtrade gives you all the essentials, plus plenty of extras, including real-time quotes, analysts’ recommendations, market news, investment screening tools, model portfolios, technical data, and much more.

• Convenient access: Stay connected to the markets, wherever and whenever you want. Invest, monitor your portfolio positions, and access market information online with Qtrade Mobile for iPhone, iPad, and Android.

• Award-winning trading experience: Qtrade Investor’s easy-to-use and comprehensive trading platform has consistently been rated among Canada’s best by independent reviewers, including The Globe and Mail, MoneySense, and Surviscor.
  
  

Online brokerage services are offered through Qtrade Investor. Mutual funds and other securities are offered through Credential Securities. Qtrade Investor and Credential Securities are divisions of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

Qtrade Guided Portfolios

Qtrade Guided Portfolios is a simple and convenient digital investing service that provides you with a professionally managed, low-cost portfolio to match your personal financial goals, timeline and risk tolerance.

Qtrade Guided Portfolios offers investment portfolios for a wide range of investor needs, including Responsible Investing options. Core portfolios track the performance of Canadian, U.S. and global stock and bonds. Responsible Investing portfolios make a positive impact beyond a financial return. The investment managers evaluate investments based on environmental, social and governance performance and work directly with companies to encourage improvements in their sustainability as well as their growth.  

Getting started is easy. Tell Qtrade Guided Portfolios a little about yourself and you’ll receive a recommendation for an expertly designed portfolio that fits your needs. Then fund your account online and Qtrade Guided Portfolios will do the rest for you.

Qtrade Guided Portfolios provides:

• A fully automated service so you don’t have to make any investment decisions

• A professionally managed portfolio of high-quality investments that are diversified across geographies, sectors and industries

• Continuous oversight and regular rebalancing by our team of experts

• Mobile apps for tracking your investments

• Friendly support from knowledgeable investment representatives by email and phone

Qtrade Guided Portfolios is powered by Aviso Wealth, one of Canada’s leading independent financial services providers. Aviso oversees billions in assets under administration and management. It is owned by the provincial credit union Centrals, The Co-operators/CUMIS and Desjardins.

Qtrade Guided Portfolios is a trade name of Credential Qtrade Securities Inc. Qtrade Guided Portfolios and Write your own future are trade names and/or trademarks of Aviso Wealth Inc and its subsidiaries.

© 2022 Aviso Wealth Inc.