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Financial Literacy
We know that strong financial literacy is key to making informed decisions about money.
Qtrade Guided Portfolios®
A smart, easy way to invest
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.
Qtrade Guided Portfolios provides:
Fully automated service
A fully automated service so you don’t have to make any investment decisions.
Professionally managed portfolio
A professionally managed portfolio of high-quality investments that are diversified across geographies, sectors and industries.
Continuous oversight
Continuous oversight and regular rebalancing by our team of experts.
Convenient investment tracking
Mobile apps for tracking your investments.
Knowledgeable support
Friendly support from knowledgeable investment representatives by email and phone.
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.
Get started with Qtrade Guided Portfolios today
A service you can trust
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Qtrade Guided Portfolios is powered by Aviso Wealth Inc., 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., Member of the Canadian Investor Protection Fund.
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