Option #1: Qtrade Guided Portfolios™ - for automated investing

With Qtrade Guided Portfolios™, investment becomes easy and convenient. It’s an easy-to-use automated investment service that gives you the opportunity to grow your savings, while having all the time-consuming research and monitoring done for you. It is an ideal solution for anyone looking for help with accumulating savings or for people that are just getting started on their savings and investment journey.

Option #2: DIY investing with Qtrade Direct Investing™

We’re always looking to give our members the very best so what better way than with Canada's #1 online trading platform. If you prefer to self-manage your investments, Qtrade Direct Investing™ can empower you to reach your investment goals. It provides everything you need to manage your self-directed RSP or other investment account, while offering low commissions, outstanding service and powerful tools and research, all in an easy-to-use platform.

Option #3: Innovation Wealth Personalized Planning & Advice

Dealing with complex financial matters? Need to plan for retirement or require help with issues around tax efficiency or estate planning? Or looking for advice that is more personal? Then you may want to work with a professional who can get to know you, your financial situation, and can answer your questions face-to-face or on the phone whenever you need.

Investment Advisors are the perfect solution when you require more comprehensive financial planning. Our clients benefit from this personal relationship with an advisor who understands their unique needs and manages their portfolio to help them achieve their goals. We also help modify plans to reflect major life events that may change their goals and lifestyle. Our Innovation Wealth team offers expert financial advice and ensures clients have access to the highest quality of wealth management products and services in the industry. The team’s service areas of expertise include:

• financial planning
• investment planning
• estate planning
• retirement planning
• succession Planning
• registered plans

Together, we can help you build and protect your wealth, and ensure that your financial planning needs are taken care of.

Option #4: Digital Advice

Same great personalized advice and service – now offered digitally!

Innovation Wealth’s digital wealth management service is not simply a digital add-on. We are proud to offer easy digital access to high-quality dedicated wealth management advice no matter where you are in the province. This model helps Digital Wealth Specialists deliver what they are best at delivering: quality advice, guidance, and insights.

Digital wealth advice is just a call away at 1-800-816-2010.

There’s no one-size fits all approach to investing...

We invite you to learn more about the options available to you. Our specialists will take the time to create a personalized strategy for your goals in line with how you want to invest. Contact one of our Wealth Management professionals today to help you get started.

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