In keeping with our commitment to helping you achieve more with your investments, we’ve partnered with Credential Asset Management Inc. and Credential Securities to give you access to a full-range of investment products and services designed to fit your life, goals, risk tolerance and budget.
Our Credential Investment Professionals can provide you with the opportunity to purchase top quality mutual funds from renowned mutual fund companies NEI Investments, AGF Investments, Fidelity Investments and Mackenzie Investments.
They can help create an investment plan to meet your financial goals through the use of: investments, estate planning, retirement planning and more.
Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.
Credential Securities is a registered mark owned by Aviso Wealth.
Qtrade Direct Investing is an online brokerage that combines low commissions and fees, a comprehensive suite of tools and resources, and outstanding client support — empowering self-directed investors to do more with their portfolio. Ideal for investors you enjoy the DIY approach to investing, enjoy following the markets and want full control over their own investments.
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. 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: