Guided Portfolio - VirtualWealth
A smart, easy way to build wealth.
VirtualWealth is a simple and convenient digital investing service that provides you with a professionally managed, low-cost portfolio to match your personal financial goals, timeline and risk tolerance.
VirtualWealth offers investment portfolios for a wide range of investor needs, including Responsible Investing options. Core portfolios track the performance of Canadian, U.S. and global stock and bonds. Responsible Investing portfolios make a positive impact beyond a financial return. The investment managers evaluate investments based on environmental, social and governance performance and work directly with companies to encourage improvements in their sustainability as well as their growth.
Getting started is easy. Tell VirtualWealth a little about yourself and you’ll receive a recommendation for an expertly designed portfolio that fits your needs. Then fund your account online and VirtualWealth will do the rest for you.
A fully automated service so you don’t have to make any investment decisions
A professionally managed portfolio of high-quality investments that are diversified across geographies, sectors & industries
Continuous oversight and regular rebalancing by our team of experts
Mobile apps for tracking your investments
Friendly support from knowledgeable investment representatives by email and phone
A service you can trust.
VirtualWealth is powered by Aviso Wealth, one of Canada’s leading independent financial services providers. Aviso oversees billions in assets under administration and management. It is owned by the provincial credit union Centrals, The Co-operators/CUMIS and Desjardins.
VirtualWealth is a trade name of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.
We are here for you.
Welcome to the bank that actually puts customers before profits and who is winning customers with service, products and total transparency that truly puts the good in banking.
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