Credential Qtrade Securities Inc., operating as Qtrade ( ), is a

stockbroker A stockbroker is a regulated broker, broker-dealer, or registered investment adviser (in the United States) who may provide financial advisory and investment management services and execute transactions such as the purchase or sale of stocks an ...

age firm based in Vancouver, Canada. It runs the online investment platform Qtrade Direct Investing and robo-advising service Qtrade Guided Portfolios. , it claimed to have $11.5 billion in assets and partnerships with over 150 Canadian credit unions, as well as insurance companies including Sun Life and Great West Life. Like all brokerages and investment dealers, they are members of

Investment Industry Regulatory Organization of Canada The Investment Industry Regulatory Organization of Canada (IIROC; ''Organisme canadien de réglementation du commerce des valeurs mobilières'' or ''OCRCVM'' in French) is a non-profit, national self-regulatory organization (SRO). Established thro ...

(IIROC) and as such, the

Canadian Investor Protection Fund The Canadian Investor Protection Fund (CIPF) is a not-for-profit corporation created by the Canadian investment industry in 1969 to protect investor assets in the event of a CIPF member's bankruptcy. CIPF is funded by its members, which are the ...

(CIPF) protects investors should the brokerage become insolvent.

History

Credential Qtrade Securities was formed from the amalgamation of Credential Securities Inc. and Qtrade Securities Inc., after their respective parent companies merged with NEI Investments to form Aviso Wealth. It has been in operation since 2001, and William Packham became the CEO of the company in May 2016.

Products

Qtrade Direct Investing

Qtrade Direct Investing is an online discount brokerage that offers stocks, bonds, options, GICs and new issues. Like most brokerages, it also has a collection of commission-free

exchange-traded fund An exchange-traded fund (ETF) is a type of investment fund and exchange-traded product, i.e. they are traded on stock exchanges. ETFs are similar in many ways to mutual funds, except that ETFs are bought and sold from other owners throughout the ...

s and mutual funds. Registered RRSP and

TFSA A tax-free savings account (TFSA, french: links=no, Compte d'épargne libre d'impôt, CELI) is an account available in Canada that provides tax benefits for saving. Investment income, including capital gains and dividends, earned in a TFSA is ...

accounts are available, in addition to cash and margin accounts. Both Canadian and United States dollars can be held in its accounts. ''

The Globe and Mail ''The Globe and Mail'' is a Canadian newspaper printed in five cities in western and central Canada. With a weekly readership of approximately 2 million in 2015, it is Canada's most widely read newspaper on weekdays and Saturdays, although it ...

'' ranked it first (out of Canadian online brokerages) in its online broker ratings 2016. Moneysense magazine ranked Qtrade highly in providing market intelligence category, but ranked other brokerages as superior for ease of use, record keeping and banking integration.

Qtrade Guided Portfolios

References

External links

Qtrade website

Aviso Wealth
Online brokerages Investment companies of Canada Financial services companies based in Manitoba Companies based in Vancouver {{Investment-stub