Introduction to Qtrade Guided Portfolios®

An easy way to invest online

.

Saving and investing have become more convenient than ever before. Thanks to advances in technology, a simple online investing service, sometimes called “digital advice” or “robo-advice”, is now available to our members. It is Qtrade Guided Portfolios® and, depending on your needs, it may be a service worth considering.

.

Here’s how it works:             

  • You spend a few minutes answering an online questionnaire to gather information about you, such as your savings goals and timeline.

  • You are then presented with a recommendation for a portfolio of investments that best suits your needs.

  • Once you’ve opened and funded your account, your portfolio is managed automatically. This includes regularly rebalancing the investments to maintain the target asset allocation. Through the Qtrade Guided Portfolios website and mobile app, you can easily add funds to your account, and track the value of your portfolio as well as your progress towards your goal.

  • Qtrade Guided Portfolios also gives you the option of Responsible Investing portfolios, which incorporate environmental, social, and governance considerations into the investment management process, to reduce risk and provide sustainable returns.


Who should consider digital advice?

Digital advice can be a good option if your investing goal is simple and straightforward, such as saving for a down payment on a house or for your kids’ education.

It’s well-suited to people who are just beginning to build their wealth: even when you’re starting out with a smaller amount to invest, you can have a well-diversified, professionally managed portfolio.

Advantages of working with an advisor

.

While digital advice is a good option for many, working directly with a financial professional makes sense in many cases.

Financial advisors provide great value if you have more assets to consider and you are dealing with more complex financial matters. This may involve scenario planning for retirement, issues around tax efficiency, estate planning, and insurance needs.

When you require more comprehensive financial planning, it’s best to work with a professional who knows you, knows your situation, and can answer your questions face-to-face or on the phone whenever you need.

A combination of digital and human advisors

If you prefer to work with an advisor but would also like to explore digital advice, we can now bring you the best of both worlds in a 'hybrid' approach: the simplicity and convenience of digital advice combined with sophisticated financial planning from your advisor.

You can have an account with Qtrade Guided Portfolios, and work with one of our advisors who can monitor your progress and check in with you on a regular basis.

Our Advisors will provide a comprehensive financial plan that includes Qtrade Guided Portfolios, and they will help you monitor and update your plan whenever needed. Together, we can help you build and protect your wealth, and ensure that your financial planning needs are taken care of.

Credit union-owned with members’ best interest in mind

.

Qtrade Guided Portfolios is powered by the same national organization behind Qtrade Direct Investing, one of Canada’s top-ranked online brokers based on ratings by The Globe and Mail, Surviscor and MoneySense. These services are collectively owned by Canada’s credit union network.

When it comes to wealth services, we always make decisions in the best interest of our members and we’re committed to improving your financial well-being.

If you’re curious about Qtrade Guided Portfolios and want to talk about growing and protecting your wealth, contact one of our Wealth Specialists, they will help you choose the best approach for your specific needs!

Want to get started online?

Sign up now for Qtrade Guided Portfolios!

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

This website uses cookies to improve your user experience. By continuing to browse the site you are agreeing to our use of cookies.