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Low-cost, digital advice to help you build wealth

Digital advice from Qtrade Guided Portfolios®

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:

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

Qtrade Guided Portfolios is powered by Aviso Wealth, 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. Qtrade Guided Portfolios and Write your own future are trade names and/or trademarks of Aviso Wealth Inc and its subsidiaries.

© 2022 Aviso Wealth Inc.


Get started with Qtrade Guided Portfolios today.

Online investing with Qtrade Direct Investing™

Gulf & Fraser has partnered with Qtrade to provide you with online investing services from one of Canada’s best online brokers.

If you prefer to self-manage your investments, Qtrade empowers you to reach your investment goals.

Take advantage of Qtrade's Portfolio Score and take swift action on market opportunities.

On October 31, 2019, Qtrade launched Portfolio Score – a feature that enables you to quickly analyze your portfolio holdings so you can make well-informed trading decisions. Portfolio Score helps you better understand your risk exposure and compares your portfolio performance against domestic and global benchmarks. The solution evaluates your securities—Canadian/US stocks, ETFs and Canadian mutual funds—and grades their overall portfolio performance across five key dimensions:

  • Downside Protection
  • Performance
  • Diversification
  • Income
  • Low Fees

When there are changes to your portfolio, your Portfolio Score will automatically update and you will be able to take swift action on market opportunities.

Qtrade is offering this new level of functionality free of charge. This is the first of a suite of new portfolio analytics tools that Qtrade will be launching over the coming months.


Benefits of using Qtrade


​Exceptional value

$8.75 stock trades for everyone, regardless of your account value, and $6.95 stock trades for more active traders. Plus, choose from 100 free ETFs and trade mutual funds, commission free.


Outstanding service

Prompt, friendly service is part of the Qtrade experience. Get the right answers and solutions, right away. Knowledgeable investment representatives are ready to help you open a new account, transfer funds, or place a trade.


Accounts you need

Non-registered and registered accounts, including cash, margin, RSP, TFSA, RESP, RIF, and more.


Investment choices

Build a diversified portfolio from a wide range of investments including stocks, ETFs, mutual funds, bonds, GICs, and options, plus new issues/IPOs.


​Planning and research tools

In-depth research and powerful tools to help you set goals, find and evaluate investing ideas, and review your portfolio. Qtrade gives you all the essentials, plus plenty of extras, including real-time quotes, analysts’ recommendations, market news, investment screening tools, model portfolios, technical data, and much more.


​Convenient access

Stay connected to the markets, wherever, whenever. Invest, monitor your portfolio positions and access market information online, with Qtrade Mobile for iPhone, iPad, and Android.


​Award-winning trading experience

Qtrade's easy-to-use trading platform has consistently been rated among Canada’s best by independent reviewers, including The Globe and Mail, MoneySense, and Surviscor.

Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade and Qtrade Direct Investing are trade names and trademarks of Aviso Wealth Inc. and its subsidiaries.


Find out how Qtrade can help you reach your financial goals.


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​Want to meet in person?

Drop by a Gulf & Fraser branch near you. We're here to help!