A smart, easy way to invest.
Qtrade Guided Portfolios(R) 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.
Automated investing, without the extra homework.
Hands-off investing, done for you.
Automated investing means no day-to-day decisions—your portfolio is managed and rebalanced by experts.
A portfolio built around you.
Get a professionally managed, diversified portfolio tailored to your goals, timeline, and comfort with risk.
Simple, low-stress way to grow your money.
With automated investing, you can fund your account online and let the system handle the rest—so you can focus on what matters most.
Everything you wanted to know about Qtrade Guided Portfolios.
The fine print, made clear.
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.
Mutual funds are offered through Credential Asset Management Inc. Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Credential Securities. Qtrade Direct Investing, Qtrade Guided Portfolios and Credential Securities are divisions of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Qtrade Guided Portfolios is a trade name of Credential Qtrade Securities Inc.