More Canadians are combining advisor-supported investing* with self-directed investing.**
With a Kawartha Representative and Qtrade, you don't have to choose one or the other.
Your Representative builds the plan around your goals and helps with the RRSP, TFSA and FHSA decisions, through Aviso Wealth.*
Make your own trades on Qtrade,** on your phone, whenever you want.
Keep your Representative and add Qtrade. Most hybrid investors keep both, and the $250 Confidence Bonus* rewards the first step.
Talk to a Kawartha Representative about getting started.
Call 1-855-670-0510 or contact your local branch.
Buy and sell stocks, ETFs, bonds and mutual funds yourself, on your phone, with $0 commission trades and no quarterly admin fee.**
Qtrade has consistently been ranked Canada’s #1 online investing platform, with portfolio tools and learning built in.
Not sure yet? Try a free 30-day trial account first.
Sources: Broadridge 2025 Canadian Investor Study; CSA Hybrid Self-Directed Investing Report.
Kawartha is a credit union, so the people who invest here are the people who own it. That changes what your money does.
Every member is an owner. Over $4 million has gone back to members and communities since 1998, not to shareholders.
Your Representative and the people behind your accounts live and work from Cornwall to Parry Sound. Local decisions, made by people who know the area.
A Kawartha Representative is part of membership, so the plan behind your Qtrade account comes with the account, at no extra cost.
Over 70 years of putting members and community first across the Kawartha region.
You'll need a Kawartha membership to open the investment account and to receive the bonus. New and existing members both qualify, and your Representative can open it with you in the same conversation.
Yes. That's the whole idea. Your Representative keeps the plan, Qtrade gives you a place to make your own trades.**
For the Confidence Bonus, yes: $1,000 into the investment account and $1,000 into Qtrade by January 31, 2027. You can open a Qtrade account with less, you just won't qualify for the $250.*
By May 15, 2027, as cash in your chequing or savings account. All accounts need to stay open and in good standing through April 30, 2027.*
Try Qtrade's free 30-day trial account first, no funding needed. Or talk to a Kawartha Representative and talk it through.
A credit union is owned by its members, not shareholders. At Kawartha that means profits go back to members and the community, decisions are made locally, and a Representative is part of your membership. Your Qtrade account** and your Kawartha investment account* both sit inside that.
Yes. The Confidence Bonus can be combined with eligible Qtrade cashback and transfer-in offers.* See Qtrade's offers
Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc.
Advisor-supported investing through Aviso Wealth.* Self-directed investing through Qtrade Direct Investing®.**
†New and existing members. Offer runs October 5, 2026 to January 31, 2027. Terms and conditions apply.
