Qtrade Advisor

This advised brokerage service provides you with expert advice on securities like stocks and bonds.

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Who is this for?

Qtrade Advisor involves connecting you with a licensed London Life securities specialist who can provide you with helpful advice about securities – an often complicated topic. This sets Qtrade Advisor apart from Qtrade Investor, a self-directed brokerage platform designed to help users make their own decisions about their investments.

That means Qtrade Advisor may be useful for those interested in getting more involved in the market but who may lack experience with fixed-income and equity investments. Qtrade Advisor can provide you with the guidance you need to manage your investment portfolio so that it’s right for you.

How will this help me?

Your securities specialist will show you how your fixed income or equity securities can complement your financial security plan. This can help you build a diversified portfolio.

In addition, your securities specialist can work with you to help you gain a better understanding of your securities and investment portfolio. By using plain language to explain your investments – including their risks – they can help you plan for the future.

What else do I need to know?

Determine your investment goals

Before meeting with a securities specialist, prepare a list of broad investment objectives. Your securities specialist will work with you to refine this list and determine a risk profile that’s tailored to you.

Connect with an advisor

The first step is to reach out to your financial security advisor – they’ll outline the advantages of using Qtrade Advisor and the benefits of working with a securities specialist.

Securities and securities-related financial planning services are offered through Qtrade Advisor. Online brokerage services are offered through Qtrade Investor. Qtrade Advisor and Qtrade Investor are divisions of Credential Qtrade Securities Inc., a member of the Canadian Investor Protection Fund.

Connect with an advisor

Working with a financial security advisor can provide you with the tools and expertise you need to plan for the future.

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