Qtrade Guided Portfolios™Personal Advice in a Digital World
We understand that times have changed. Many people want to invest on their own but would like a little help along the way.
Fully automated investing service
- An easy-to-use investing platform that helps you determine your investing style
Investment options that suit you
- High quality diversified investment types, including responsible investment options
Regular monitoring by experts
- Sit back and let the Qtrade Guided Portfolio experts oversee your investments
Mobile app tracking
- Easily keep an eye on your investments from the mobile app
Support when you need it
- Get the investment advice you need from friendly experts at Qtrade
Access to a Financial Health Coach
- Connect with a personal money coach for help with financial planning
*Qtrade Guided Portfolios is a trade name of Credential Qtrade Securities Inc.
Lindsey Smith, CFP, RIS
Mobile Savings Coach
Coastal Community Private Wealth Group
Lindsey is passionate about helping you start saving for what matters to you.
With over 16 years of experience working with some of the top national investment firms Lindsey has taken her leadership skills and innovation to the next level! She is here to help you make small changes towards big savings. Lindsey has a strong passion for helping the younger generation achieve their savings goals.
Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.