Ways to Invest
Full service, robo-advice or DIY, we can suit your investment style.
Everyone has their own way of doing things. Some like to be hands-on, some want an automated digital approach with access to an advisor when they need it, while others prefer to have experts roll up their sleeves and do the heavy lifting for them.
Whatever your preference, we can accommodate your investments with services tailored to suit your needs.
We provide access to full-service brokerage services* through Credential Securities® Our Credential Securities investment advisors can plan, build and manage a sophisticated investment portfolio on your behalf.
Through our robo-advice investing service, Virtual Wealth™, you have a simple, low-cost digital option to build your wealth through investments in exchange-traded fund (ETF) or Responsible Investing mutual fund portfolios matched to your needs, timelines and comfort zone for risk. Your portfolio is automatically rebalanced quarterly, to ensure it remains aligned with your objectives. And unlike some robo-investing options, you’ll have ready access to an advisor to answer your questions as they arise.
Independently-minded investors can access our cost-effective, self-service online brokerage services* with Qtrade Investor®, consistently ranked one of Canada's top online brokers.
Use our investment calculator to explore various investment options or research a variety of topics within our library of financial articles. These handy resources help you to be better informed about things that could affect your portfolio performance.
Whether starting out or already an experienced investor, make sure you're adequately prepared and informed to make good decisions regarding your financial planning. Talk to us about creating a financial plan that includes an investment mix tailored to your lifestyle, long-term objectives, and risk tolerance.
Have questions about your portfolio?
If you have any questions about your portfolio, please do not hesitate to contact your financial or investment advisor at any time.
If you do not currently have investments with us, we would be happy to review your investment statements from other institutions. It can often be very helpful to get a second opinion and our expert advisors can answer any questions you may have to help ensure your portfolio is on track.
* Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.