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Still not sure? Take a financial assessment
See your saving goals visually and use them as a starting point for your investment journey.
Still not sure? Take a financial assessment
See your saving goals visually and use them as a starting point for your investment journey.
Other Ways to Invest With Us
Write your own future.
You’ve got goals. For your future. For your family’s future. Pursue them with the confidence that comes from expanded investor knowledge and expert insights. And from tools that help guide your investment decisions.
We’ve partnered with Qtrade Direct Investing® to give you the confidence to buy and sell stocks, bonds, ETFs, and mutual funds - with low trading fees.
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Execute with ease on an award-winning trading platform. Qtrade has consistently been ranked Canada’s #1 online investing platform.
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Realize opportunity with industry-leading tools. Whatever your level of investment experience, build, evaluate and test your portfolio with calculators, and tools like Portfolio CreatorTM, Portfolio ScoreTM and Portfolio SimulatorTM, which feature the industry’s most advanced risk analysis and portfolio-building technology.
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Move forward with Canada’s best online trading support. You can count on Qtrade. Friendly and responsive client service. Online self-help. How-to videos. An extensive library of articles and learning resources. And more.
The key to investing confidence is in your hands. Qtrade can help you work toward your financial goals today. Open an account.
Not ready to commit? Take Qtrade for a spin with a 30-day free trial account. Sign up.
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:
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A fully automated service so you don’t have to make any investment decisions
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A professionally managed portfolio of high-quality investments that are diversified across geographies, sectors and industries
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Continuous oversight and regular rebalancing by our team of experts
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Mobile apps for tracking your investments
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Friendly support from knowledgeable investment representatives by email and phone
Get started with Qtrade Guided Portfolios today.
A service you can trust
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 division of Aviso Financial Inc.
Get investment advice from the wealth professionals at Aviso Wealth through 1st Choice Savings. They will take the time to get to know you, your risk comfort level, and will help you develop an investment plan that works for you.
Best for members who want a one-on-one meeting with a wealth specialist to structure, preserve, and optimize wealth or map out their long or short-term investment goals.
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Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial 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 funds, other securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated. Online brokerage services are offered through Qtrade Direct Investing. Qtrade Direct Investing, Qtrade Guided Portfolios and Aviso Wealth are divisions of Aviso Financial Inc.
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