Qtrade Guided Portfolios™
Simple, convenient, automated digital investing
Every investor is different, with needs and goals that are unique. Educators Financial Group understands this. That’s why we offer a range of products and services that are tailored to meet the special needs of the education community. It’s also why we are excited and proud to introduce the latest partner in our line-up of services, Qtrade Guided Portfolios.
Get a professionally managed, low-cost portfolio that meets your personal financial goals.
Qtrade Guided Portfolios offers investment portfolios for a wide range of investor needs, including Responsible Investing options. It features:
- 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
- A fully digital experience, including a 24/7 mobile app for tracking
Getting started with Qtrade Guided Portfolios 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.
Get started with Qtrade Guided Portfolios today.
If your investment needs change, or should you decide you want to work with an advisor, our Educators Financial Specialists are always here for you. Our Financial Specialists can work with you and provide comprehensive financial planning and investment advice with a diverse range of investment options to help you achieve your financial goals.
Educators Financial Group. Proudly serving the financial needs of educators since 1975.
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., Member of the Canadian Investor Protection Fund.