Partnering with Qtrade adds strength to your business
For Partners
At Qtrade Guided Portfolios we recognize the important role confidence plays for every type of investor. As their trusted guide, we build Qtraders’ confidence with an automated investing solution that meets their needs through an intuitive platform so they can understand what’s inside their portfolio and how it’s performing.
For more than 20 years Qtrade has been a proven partner to credit unions, financial services firms, affiliate marketers and retail and digital banks.
Our offering
By adding a robo-advice investing service to our partners' holistic wealth service offering, we help strengthen their client relationships by providing the ability to:
- Attract new investors
- Protect established relationships
- Meet the needs of investors who prefer an automated service
- Consolidate investor assets
Our reputation
The talented team behind Qtrade Guided Portfolios are the same great people who created Qtrade Direct Investing—recognized as the #1 online brokerage platform over and over again by:
- The Globe & Mail
- MoneySense
- Surviscor
Why recommend Qtrade Guided Portfolios?
Enhance your value proposition and safeguard your wealth business. Refer your investors to a trusted digital solution.
Who are our partners?
National financial service firms
- Wealth management firms
- Insurance companies
- Introducing brokers
- Portfolio managers
Affiliate marketers and Retail banks
- Canadian financial bloggers influencers
- Financial service review sites
- Credit unions
- Digital banks
