Work with a Senior Financial Advisor to build a personalized portfolio or do-it-yourself using online investing tools.
Stocks are securities that give you ownership in a corporation, offering greater potential return when a company does well through capital appreciation and dividend payments, but greater potential risk as well. Stocks offer a wide variety of investment options, including common and preferred shares.
"Stocks offer investors the greatest potential for growth over the long term. The opportunity cost for investing in stocks is “volatility” (ups and downs in the market). Successful investors need to maintain the emotional strength to continue to own stocks during any type of market ensuring their decision making process does not involve the 2 most dangerous emotions of fear and greed."
“Bonds provide balance to portfolios and can reduce volatility, provide diversification from equities and preserve capital.”
Companies and governments issue bonds with a set repayment date to the public to raise capital to fund their projects. Bonds may offer lower risk than stocks, but usually a lower return as well.
An Exchange Traded Fund (ETF) is a security that is listed and traded on a stock exchange, similar to a stock. ETFs are made up of a mixture of securities such as stocks, bonds, commodities, etc and typically track the performance of an index or a certain market area.
“ETFs are a cost effective, highly liquid and diversified component of a well-balanced investment plan. A professionally managed solution comprised of a diverse range of ETFs will include a wide range of different asset classes, geographical locations, industries and sectors, which helps to alleviate unsystematic risk related to an individual company, sector or region.”
Discretionary Managed Solutions are portfolios with stocks, bonds, ETFs or other securities, that are constructed and managed by professional investment managers.
Our Senior Financial Advisors offer three discretionary management solutions, with one simple monthly fee based on account size and solution type.
Beyond mutual funds
Minimum account size: $50,000
A winning combination
Minimum account size: $100,000
Minimum account size: $150,000
Our partner Qtrade's motto, "Write Your Own Future" invites everyone to become an investor, from the "set-it-and-forget it savers" to the "market-savvy-do-it-yourselfers"
Buy and sell stocks, bonds, ETFs and mutual funds, yourself, online, with low trading fees.
Just answer a few questions to build a professionally managed portfolio that reflects your financial goals, timeline and risk tolerance.
Place investments in your Registered Savings Plans.
are registered with the Canadian Federal Government and enable you to save on taxes or take advantage of other financial incentives such as government grants.
The investment that is right for you depends on factors like your time horizon, risk tolerance and financial objectives.
We offer you a full suite of investment options and personalized advice to help you decide what is best for you.
We recommend booking a meeting with a Financial Advisor to review your investment options in detail.
There are a few ways to choose which investments are right for you if you are unsure:
1) Book a meeting with a Financial Advisor who will get to know you, your financial goals and timelines, your investment preference and risk tolerance to build an appropriate investment plan for you.
2) Invest online with Qtrade Guided Portfolios™. Just answer a few simple questions to build a professionally managed portfolio that reflects your financial goals, timeline and risk tolerance.
Qtrade Guided Portfolios is a trade name of Credential Qtrade Securities Inc.