Part Two:  How Advisors and Qtrade Grow Assets together while focusing on client’s core goals:  A Partnership for the Modern Advisor

Canadian wealth management is in a pivotal moment. Clients increasingly want the best of both worlds: trusted, goals-based advice and the freedom to execute their own ideas online. At the same time, fee pressure, rising expectations around digital service, and intensifying competition from direct platforms are squeezing margins and threatening client loyalty. For advisors featured in Wealth Professional Canada, the question is no longer if you should offer a digital option, but how to do it in a way that strengthens – not fragments – your core client relationships.

This white paper, How Qtrade Deepens Client Relationships and Grows Assets: A Partnership for the Modern Advisor, shows how an advisor-centric digital platform can help you deliver that full-service experience without diluting your value. Drawing on Qtrade’s track record with more than 4,000 advisors across Canada, the paper reveals how clients who hold both a full-service wealth account and a Qtrade account tend to consolidate significantly more assets, engage more often and stay more loyal. It also explains how features like $0 commission trading, an intuitive self-directed experience and integrated advisor tools can support efficient client segmentation, free capacity for complex planning work and position your practice for scalable growth.

By downloading this white paper, you will learn how to:

• How a Full-Service Advice + Self-Directed Investing model can differentiate your practice in the Canadian market
• Ways Qtrade can help you deepen existing relationships and appeal to digitally engaged investors
• How offering a trusted place for both advice and independent trading can support greater asset consolidation
• How a streamlined digital experience and integrated tools can enhance efficiency and support scalable growth

Equip your practice for the future of Full-Service Advice + Self-Directed Investing – download the white paper now and see how partnering with Qtrade can help you strengthen relationships, grow assets and scale with confidence.

^{DISCLAIMER
Qtrade Direct Investing
Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc. Qtrade and Qtrade Direct Investing are trade names or trademarks of Aviso Wealth Inc. and/or its affiliates.}

^{Les services de courtage en ligne sont offerts par l’intermédiaire de Qtrade Investissement direct, une division de Financière Aviso inc. Qtrade et Qtrade Investissement direct sont des noms commerciaux ou des marques de commerce de Patrimoine Aviso inc. et/ou de ses sociétés affiliées.}