Self-Guided Investors

WFCU Credit Union has partnered with Qtrade Direct Investing® – Canada’s #1 online investing platform – to give you the confidence to buy and sell stocks, bonds, ETFs, and mutual funds with competitive trading fees. An easy-to-use, online platform, with it you get instant access to tools and resources that give you the ability to create a portfolio that balances risk to your comfort level.

Routinely ranked at the top for customer service among DIY online trading platforms, you will have access to your investments, markets, and in-depth research that will put you in the driver’s seat on the road to your financial future.

Robo Advisor

If you’re not quite ready to DIY or simply don’t feel you have the time, Qtrade Guided Portfolios® option offers a fully automated service that you don’t need to monitor or manage, with continuous oversight and regular portfolio rebalancing by Qtrade’s in-house team.

Using a simple questionnaire, Qtrade Guided Portfolios puts together a diversified investment portfolio based on your goals, timeline and risk tolerance. Your portfolio is constructed using a mix of Canadian, U.S. and global stocks and bonds using a hand-picked selection of low-cost funds.

For members looking to make values-aligned investments, Qtrade’s Responsible Investing portfolios incorporate Environmental, Social and Governance (ESG) analysis into the investment decision-making process. The six unique Responsible Investing portfolios aim to provide sustainable value and reduced risk, while continually pushing the companies they invest in to improve both their financial and sustainability outlook.

Online brokerage services are offered through Qtrade Direct Investing. Qtrade Direct Investing and Qtrade Guided Portfolios are divisions of Aviso Financial Inc.