Not sure how to invest? Looking at different options for investing? Get the best of all worlds with Innovation Wealth. Discover an investment approach that’s right for you.
While investing is one of the best ways to increase your wealth, it is easy to get confused or overwhelmed. We understand. There are different approaches you can take towards investing and it’s not one-size-fits all. This is exactly why we offer a variety of ways for you to invest. With Innovation Wealth, you can truly invest your way.
What are the different ways I can invest?
- Qtrade Guided Portfolios™ - an easy way to invest online automatically
- DIY investing with Qtrade Direct Investing™
- Personalized planning & advice by our investment advisors
- Digital Advice – full wealth management services, offered digitally
Let’s look at each option in a bit more detail so you can make a selection most suitable for you!
Option #1: Qtrade Guided Portfolios - for automated investing
With Qtrade Guided Portfolios™, investment becomes easy and convenient. It’s an easy-to-use automated investment service that gives you the opportunity to grow your savings, while having all the time-consuming research and monitoring done for you. It is an ideal solution for anyone looking for help with accumulating savings or for people that are just getting started on their savings and investment journey.
How does Qtrade Guided Portfolios work?
Using a goals-based questionnaire, Qtrade Guided Portfolios matches you to a professionally managed portfolio that fits your needs. It provides continuous oversight, automatic rebalancing, and ongoing personal support. You can watch your investments grow without having to manage your account or worry about your portfolio straying from your goals.
The set-up process is easy and entirely online. Simply visit Qtrade Guided Portfolios and click open an account. You’ll be guided through three quick steps to create and fund your account, then you can leave the investing to Qtrade Guided Portfolios. Once you’ve opened and funded your account, your portfolio is managed automatically. This includes regularly rebalancing the investments to maintain the target asset allocation.
Is Qtrade Guided Portfolios right for me?
Digital advice can be a good option if your investing goal is simple and straightforward, such as saving for a down payment on a house or for your kids’ education. It’s also well-suited to people who are just beginning to build their wealth: even when you’re starting out with a smaller amount to invest, you can have a well-diversified, professionally managed portfolio.
Eager to learn more about Qtrade Guided Portfolios on your own? Click here to get started on the Qtrade Guided Portfolios site. Please contact us directly if you have any questions or want to learn more.
Option #2: DIY investing with Qtrade Direct Investing™
We’re always looking to give our members the very best so what better way than with Canada's #1 online trading platform. If you prefer to self-manage your investments, Qtrade Direct Investing™ can empower you to reach your investment goals. It provides everything you need to manage your self-directed RSP or other investment account, while offering low commissions, outstanding service and powerful tools and research, all in an easy-to-use platform.
Is Qtrade Direct Investing right for you?
You decide! Here are some of the advantages Qtrade Direct Investing provides:
- Exceptional value: $8.75 stock trades for everyone, regardless of your account value, and $6.95 stock trades for more active traders. Choose from 100 free ETFs and trade mutual funds commission free.
- Outstanding service: Get the right answers and solutions, right away. Knowledgeable investment representatives are ready to help you open a new account, transfer funds, or place a trade.
- Accounts you need: non-registered and registered accounts, including cash, margin, RSP, TFSA, RESP, RIF, and more.
- Investment choices: Build a diversified portfolio from a wide range of investments including stocks, ETFs, mutual funds, bonds, GICs, and options, plus new issues/IPOs.
- Planning and research tools: In-depth research and powerful tools to help you set goals, find and evaluate investing ideas, and review your portfolio.
- Convenient access: Stay connected to the markets, wherever, whenever.
- Award-winning trading experience: Qtrade's easy-to-use and comprehensive trading platform has consistently been rated among Canada’s best by independent reviewers, including The Globe and Mail, MoneySense, and Surviscor.
Need some more information or support on Qtrade Direct Investing? Our Digital Wealth Specialists would be happy to speak with you. Or click here to explore Qtrade Direct Investing for yourself.
Option #3: Innovation Wealth Personalized Planning & Advice
Dealing with complex financial matters? Need to plan for retirement or require help with issues around tax efficiency or estate planning? Or looking for advice that is more personal? Then you may want to work with a professional who can get to know you, your financial situation, and can answer your questions face-to-face or on the phone whenever you need.
Investment Advisors are the perfect solution when you require more comprehensive financial planning. Our clients benefit from this personal relationship with an advisor who understands their unique needs and manages their portfolio to help them achieve their goals. We also help modify plans to reflect major life events that may change their goals and lifestyle. Our Innovation Wealth team offers expert financial advice and ensures clients have access to the highest quality of wealth management products and services in the industry. The team’s service areas of expertise include:
- financial planning
- investment planning
- estate planning
- retirement planning
- succession planning
- registered plans
Together, we can help you build and protect your wealth, and ensure that your financial planning needs are taken care of.
Option #4: Digital Advice
Same great personalized advice and service – now offered digitally!
Innovation Wealth’s digital wealth management service is not simply a digital add-on. We are proud to offer easy digital access to high-quality dedicated wealth management advice no matter where you are in the province. This model helps Digital Wealth Specialists deliver what they are best at delivering: quality advice, guidance, and insights.
Just getting started with your investing, or don’t know where to start? Our Digital Wealth Specialists will work with you to map out a personalized approach suitable for your financial goals and ensure it aligns with how you want to invest.
Digital wealth advice is just a call away at 1-800-816-2010.
There’s no one-size fits all approach to investing...
We invite you to learn more about the options available to you. Our specialists will take the time to create a personalized strategy for your goals in line with how you want to invest. Contact one of our Wealth Management professionals today to help you get started.
Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Mutual funds, other securities and securities related financial planning are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade and Qtrade Direct Investing are trade names and/or trademarks of Aviso Wealth. Qtrade Guided Portfolios is a trade name of Credential Qtrade Securities Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.
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