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Questrade Wealth Management Inc.

Address

5650 Yonge Street, Suite 1700
Toronto, Ontario M2M 4G3
(416) 227 - 9876
PortfolioIQ@questrade.com
www.questrade.com/managed-investing/portfolio-iq-overview

Principal Contacts

Mary Joyce Empensando
Chief Compliance Officer
Tel: (416) 227 - 9876 ext 7188
mjempensando@questrade.com

Yvonne Lau
Portfolio Manager
Tel: (416) 227 - 7600 ext 5693
ylau@questrade.com

Client Minimums

Private: $2,000
Institutional: $2,000

Types of Accounts Managed

  • Private Individual / Investor
  • Institutional Investor - Other

Provinces of Business

  • Alberta
  • British Columbia
  • Manitoba
  • New Brunswick
  • Newfoundland and Labrador
  • Nova Scotia
  • Ontario*
  • Prince Edward Island
  • Quebec
  • Saskatchewan
  • Northwest Territories
  • Nunavut
  • Yukon

* indicates a physical location in this province

Firm History


Questrade Wealth Management Inc. (QWM) is a wholly owned subsidiary of Questrade Financial Group Inc. In November 2014, QWM launched Portfolio IQ™, Canada’s first online wealth management service. The Portfolio IQ service delivers professionally and actively managed portfolios that are matched to individuals’ risk profiles. QWM operates as a portfolio manager.

Investment Philosophy


QWM’s investment philoshopy is to provide investment portfolios with:

– Ultra-low fees – ultra-low portfolio management fees, zero trading commissions, no-fee RSPs, and tax-loss harvesting

– Expert investment managers – our team of expert investment managers actively manage, monitor, and adjust portfolios as opportunities arise

– Customized ETF portfolios – our customized ETF portfolios evolve based on the client’s goals, risk level, time horizon, and assets

Reporting & Communicaiton with Clients


All account information and account management tools are available through myQuestrade, our client portal. Clients receive monthly account statements and a quarterly statement of market insights. A portfolio manager is available through email and phone to discuss account-specific concerns.