VirtualWealth

A smart, easy way to build wealth

You already bank online, and now you can invest online with VirtualWealth.

To continue to live up to our standards for excellence, we’ve partnered with Aviso to offer VirtualWealth, a cutting edge digital wealth solution for investors looking for low-cost professional money management with any time, anywhere convenience.

Getting started is quick and easy!

You can start investing online with VirtualWealth in three easy steps.

  1. Define your savings target with the goal-based saving calculators.
  2. Confirm your documents.
  3. Decide how much to invest.

After that, the experts come in and VirtualWealth will help you choose the investment portfolio that best matches your needs, your timeline, and your comfort zone for risk. From there, the experienced team at VirtualWealth will monitor your investments, so you don’t have to.

 

Learn more about investing online VirtualWealth

It’s all in the mix

Investing success largely depends on asset allocation and diversification — holding a strategic mix of investments from different industries and economic regions. With VirtualWealth, your money is invested in Canadian, U.S., and global stocks and bonds, through the use of ETFs (exchange-traded funds). ETFs are low-cost, diversified and efficient investments for your portfolio.

Spend less, save more

When you invest online with VirtualWealth, you pay a single low fee, based on a percentage of assets. That means more of your money is working for you. Plus, for non-registered accounts, the fee is tax deductible. (Consult your tax specialist for more info.)  Check the VirtualWealth website for the complete fee schedule.

Clear insights

Straightforward account information is always available. You can track your progress, see all account activity, and update your personal information whenever you like. If you have questions, knowledgeable support from a registered representative is available by phone or email.

Stay on track

It’s important to know that your VirtualWealth portfolio is continuously monitored. If market forces shift your asset allocation, your portfolio is automatically rebalanced so it stays aligned with your personal target mix. This is an important part of our investing service, which ensures you maintain your risk profile and stay on track.

Contact VirtualWealth

Phone: 604.622.4500
Toll-free: 1.844.622.4500
Email: info@virtualwealth.ca

VirtualWealth is a trade name of Credential Qtrade Securities Inc.