Until recently, investors could work with an advisor or they could self-manage their own investments. Now there’s another option — VirtualWealth, a simple, easy-to-use, digital advice service from Casera and Aviso Wealth that matches investors with tailored, professionally-managed portfolios based on goals, timelines and tolerance for risk. Each portfolio holds a professionally managed, well-diversified mix of low-cost funds, which is automatically rebalanced to the investor’s target asset allocation.
With VirtualWealth, investors can also choose Responsible Investing portfolios which incorporate analysis of companies’ environmental, social and governance (ESG) performance into the investment decision-making process.
“We’re proud to offer VirtualWealth to our members because this innovative service provides them with more choices and more flexibility when it comes to investing,” explains Brent Thomas, Casera’s CEO. “Investors who value a face-to-face relationship can still have expert advice from a qualified advisor and those whose needs are met by a simple and convenient online portfolio service can choose VirtualWealth.”
Getting started with VirtualWealth is quick and easy. Investors answer a set of risk- and goal-based questions, and the online service suggests a portfolio designed to deliver the right balance between growth potential and capital protection. The entirely digital onboarding is paperless and easy to use.
About Aviso Wealth & VirtualWealth
VirtualWealth is part of Aviso Wealth, a national, integrated financial services company owned by credit union Centrals, The Co-operators/CUMIS and Desjardins. VirtualWealth capitalizes on the same technological capabilities as Qtrade Investor, one of Canada’s top-ranked online brokers. Aviso Wealth’s MFDA- and IIROC-regulated dealers, and its insurance dealer, support thousands of financial advisors at over 200 credit unions across Canada. Aviso also provides a full range of investment solutions, focusing on Responsible Investments, to Canadians from coast to coast. More information about VirtualWealth is available at virtualwealth.ca. More details about Aviso Wealth is available at aviso.ca. ®VirtualWealth is a trade name of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.