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.
Qtrade Guided Portfolios offers investment portfolios for a wide range of investor needs, including Responsible Investing options. It features:
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.
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.
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 trade name of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.