Guided Portfolios

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.

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 Guided Portfolios a little about yourself through a goal-based questionnaire and you’ll receive a recommendation for an expertly designed portfolio that fits your needs. Then fund your account online and 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

Get started with Guided Portfolios today.

A service you can trust

Qtrade Guided Portfolios is a division of Aviso Financial Inc.