Qtrade Direct Investing®
WFCU Credit Union has partnered with Qtrade Direct Investing – Canada’s #1 online investing platform – to give you the confidence to buy and sell stocks, bonds, ETFs, and mutual funds with competitive trading fees. An easy-to-use, online platform, with it you get instant access to tools and resources that give you the ability to create a portfolio that balances risk to your comfort level.
Routinely ranked at the top for customer service among DIY online trading platforms, you will have access to your investments, markets, and in-depth research that will put you in the driver’s seat on the road to your financial future.
Execute with ease
Qtrade is an award-winning trading platform that has consistently been ranked Canada’s #1 online investing platform.
Realize opportunity
Whatever your level of investment experience, build, evaluate, and test your portfolio with calculators and tools like Portfolio Creator™, Portfolio Score™ and Portfolio Simulator™, which feature the industry’s most advanced risk analysis and portfolio-building technology.
Trading support
You can count on Qtrade for friendly and responsive client service, online self-help, how-to videos, and an extensive library of articles and learning resources.
The key to investing confidence is in your hands. Qtrade can help you work toward your financial goals today.
Online brokerage services are offered through Qtrade Direct Investing. Qtrade Direct Investing and Qtrade Guided Portfolios are divisions 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), Aviso Insurance Inc., Credential Insurance Services Inc. and Northwest & Ethical Investments L.P.
Qtrade Guided Portfolios®
– Robo Advisor
If you’re not quite ready to “DIY” or simply don’t feel you have the time, Qtrade Guided Portfolios option offers a fully automated service that you don’t need to monitor or manage, with continuous oversight and regular portfolio rebalancing by Qtrade’s in-house team.
Using a simple questionnaire, Qtrade Guided Portfolios puts together a diversified investment portfolio based on your goals, timeline, and risk tolerance. Your portfolio is constructed using a mix of Canadian, U.S. and global stocks and bonds using a hand-picked selection of low-cost funds.
For members looking to make values-aligned investments, Qtrade’s Responsible Investing portfolios incorporate Environmental, Social and Governance (ESG) analysis into the investment decision-making process. The six unique Responsible Investing portfolios aim to provide sustainable value and reduced risk, while continually pushing the companies they invest in to improve both their financial and sustainability outlook.
Invest with confidence
- 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 our team of experts
- Mobile apps for tracking your investments
- Friendly support from knowledgeable investment representatives by email and phone
A service you can trust
Qtrade Guided Portfolios is powered by Aviso, 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.
