Business Wealth Management
Business Online Brokerage
Overview
Self-manage your business investments with ease and confidence on Canada’s #1 online trading platform. Our partner, Qtrade Direct InvestingTM, empowers you to buy and sell stocks, ETFs, and mutual funds on major Canadian and U.S. stock exchanges.
Key Features
- Exceptional value – $8.75 stock trades for everyone, regardless of account value, and $6.95 stock trades for more active traders. Plus, choose from 60 free ETFs and trade mutual funds commission free.
- Award-winning platform – Trade from your desktop or mobile device with an intuitive online investing platform rated one of Canada’s best by independent reviewers.
- Outstanding service – Get the right answers and solutions, right away with help from Qtrade’s expert investment representatives.
- Accounts you need – Non-registered and registered accounts, including cash, margin, RSP, TFSA, RESP, RIF, and more.
- Investment choices – Build a diversified portfolio from a wide range of investments including stocks, ETFs, mutual funds, bonds, GICs, and options, plus new issues/IPOs.
- Industry-leading tools – Build, evaluate, and test your portfolio using Qtrade’s advanced analyst research and tools, including market news, model portfolios, technical data, and much more.
Digital Advice
Overview
Invest your money, not your time with digital advice from our partner, Qtrade Guided PortfoliosTM. A simple and convenient online investing service, it provides you with a professionally managed, low-cost portfolio to match your business goals.
Key Features
- Fully automated online service you don’t need to monitor or manage
- Professionally designed portfolios matched to your financial goals
- Continuous oversight and regular rebalancing by their team of experts
- Assistance from knowledgeable investment reps when you need it
Business Financial Planning
Overview
Our experienced financial advisors through StellerVista MoneyWorks (Qtrade Advisor) are here to help you meet your goals. They provide comprehensive, customized financial planning and investment management to ensure your business is on track for long-term success.
Key Features
- Invest well with your unique business needs in mind
- Develop a customized financial plan that minimizes tax and maximizes income, with your risk tolerance top of mind
- Plan a succession strategy tailored to your business
- Create peace of mind knowing your business is protected by insurance
Talk to one of our experienced financial advisors
David L McCracken
Investment Advisor | Qtrade Advisor | Life Insurance Advisor
| StellerVista MoneyWorks
TF 866.533.5533
E david.mccracken@stellervista.com
IIROC AdvisorReportColleen Andersen
Administrative Coordinator | StellerVista MoneyWorks Investment Representative
| Qtrade Advisor
TF 866.533.5533
Make the most of mutual funds
Mutual funds* are a great way to diversify your business’ portfolio, with many different categories to choose from.
Take advantage of guaranteed returns
There’s nothing more satisfying than watching your business savings grow. StellerVista offers a full range of secure Term Deposits, from short to long term, at highly competitive rates.
Business insurance
Protect your business against the unexpected with an insurance policy tailored to its needs.
Investing rates
Take a look at our current, competitive interest rates for your investment solutions.
Helpful resources
Foiling identity theft
Learn strategies to protect your sensitive information online.
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*Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade and Qtrade Direct Investing are trade names and trademarks of Aviso Wealth Inc. and its subsidiaries.
*Qtrade Guided Portfolios is a trade name of Credential Qtrade Securities Inc.
*Mutual funds are offered through Qtrade Asset Management (a tradename of Credential Asset Management Inc). Mutual funds and other securities are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. Unless otherwise stated, mutual fund securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions.
*0948859 B.C. LTD. doing business as StellerVista MoneyWorks
