Wealth

Guided Portfolios

A smart, easy way to build wealth.

Digital advice from 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 Portfolio provides:

• A professionally managed investment portfolio suited to your financial goals

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

• Continuous oversight and regular rebalancing by our team of experts

• Friendly support from knowledgeable investment representatives when you need them

Qtrade Guided Portfolios gives you:

A professionally designed investment portfolio suited to your financial goals.

A fully automated service you don’t need to monitor or manage.

Continuous oversight with regular portfolio re-balancing by our team of experts.

A friendly client support team you can count on when you need them.

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Digital Investing Advice

Looking for a simple online investing service? Consider Qtrade Guided Porfolios™. A simple convenient investing service.

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Qtrade Guided Portfolios is a trade name of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.

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