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Digital
advice from
Qtrade Guided Portfolios®

A smart, easy way to invest

 
 
 

Professionally managed, at a low cost.

Imagine a digital investing service that makes it super easy to save for your goals. A service that gives you a professionally managed portfolio that matches your risk tolerance and financial goals, and doesn’t cost a fortune. That’s Qtrade Guided Portfolios!

What is Qtrade Guided Portfolios?
 

With Qtrade Guided Portfolios, you get all this and more

  • A fully automated service, so you don’t have to make any investment decisions
  • A professionally managed portfolio of high-quality investments that are diversified across geographies, sectors and industries
  • Continuous oversight and regular rebalancing by a team of experts
  • Mobile apps for tracking your investments
  • Friendly support from knowledgeable investment representatives by email and phone
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Tell me more!

Getting started is easy

Start by telling Qtrade Guided Portfolios a little about yourself and you’ll receive a recommendation for an expertly designed portfolio that fits your needs. Then, complete their on-boarding process, fund your account online and Qtrade Guided Portfolios will do the rest for you!

Responsible investing

Whatever type of investor you are, Qtrade Guided Portfolios has a portfolio to suit your individual style, including Responsible Investing options.

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.

A service you can trust

Qtrade Guided Portfolios is powered by Aviso Financial 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.

Legal

Qtrade Guided Portfolios is a division of Aviso Financial Inc. Aviso Wealth Inc. ('Aviso') is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS Group Limited. The following entities are subsidiaries of Aviso: Aviso Financial Inc. (including divisions Aviso Wealth, Qtrade Direct Investing, Qtrade Guided Portfolios, Aviso Correspondent Partners), and Northwest & Ethical Investments L.P.