What is Qtrade Advisor?
Qtrade Advisor is an advised brokerage service, which means it involves a securities specialist providing you, the client, with advice on what securities you should consider buying or selling.
This distinguishes it from another Qtrade service, Qtrade Investor, which gives you access to an award-winning online brokerage platform that you can use to conduct your own trades.
How does it work?
The first step is to reach out to your financial security advisor, who can provide you with more information about the Qtrade Advisor service and the benefits of working with a dedicated Great-West Life securities specialist.
Once you’re in contact with a securities specialist, he/she will work with you to determine your investment goals and unique risk profile. When this is done, the securities specialist will provide you with guidance on what securities to buy and sell and when to process those transactions.
How will it benefit me?
Diversify your portfolio
Working together, your financial security advisor and your securities specialist can recommend funds that complement the securities you already own, helping you build a well-diversified mix of investments.
Better understand your investments
By providing you with personalized, plain language advice, your financial security advisor and your securities specialist will help you better understand your investments and confidently plan for the future.
Balance your approach to financial growth
The Qtrade Advisor service can help bring harmony to your financial situation, with your financial security advisor providing guidance on mutual funds, segregated funds and insurance and your securities specialist offering advice on stocks and bonds.
Securities and securities-related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc., a member of the Canadian Investor Protection Fund.
Qtrade provides comprehensive brokerage and wealth management platforms, services and solutions to the public as well as the customers of hundreds of financial institutions across Canada. Since 1999, Qtrade has been dedicated to providing its financial institution partners with its market-leading brokerage platform and customer service.
Talk to an expert
Not feeling confident in your finances? You can talk to one of our financial security advisors who will work with you to craft a financial plan tailored to your needs.