Automated (robo) advice

It should be easy to build a low-cost investment portfolio customized to your financial goals and values, so we’ve created a solution that does just that. Answer questions about your goals, risk tolerance, and what’s important to you, and we’ll recommend a portfolio to match.

And the best part? Once you’ve chosen your portfolio and added funds, our service handles the rest with ongoing portfolio monitoring, quarterly rebalancing and optimizing to ensure it meets your needs as markets change.

Bring us your dreams and plans for the future. We’ll give you a professionally managed portfolio, so you can invest your money, not your time.

^{Qtrade Guided Portfolios is a trade name of Credential Qtrade Securities Inc.}