Virtual Advice

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.

Qtrade Guided PortfoliosTM, in partnership with Coastal Community, offers the best of both worlds – convenient, digital investing with experts monitoring your plan, and a Mobile Savings Coach to help you set and meet your retirement goals.

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
Download on the App Store Get it on Google Play

*Qtrade Guided Portfolios is a trade name of Credential Qtrade Securities Inc.

Lindsey Smith, CFP, RIS

Mobile Savings Coach
Investment Advisor
Credential Securities

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.

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