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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

Youtaik Ben Kim
Portfolio Manager
Tel: (416) 227 - 7600 ext 5150
ykim@questrade.com

Client Minimums

Private: $1,000
Institutional: $1,000

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 2018, QWM launched Questwealth Portfolios- Intelligent, pre-build portfolios make investing accessible with ultra-low fees. This new, easy-to-use investment offering comes with industry-low fees, global diversification, active management and for the first time, SRI (Socially Responsible Investing) options.Questwealth Portfolios is the substantially improved version of Questrade Portfolio IQ, one of the first robo-advisors in Canada launched in November 2014, to provide an alternative to mutual fund investing. QWM operates as a portfolio manager.

Investment Philosophy


QWM’s investment philosophy 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

– Globally-diversified ETF portfolios – our ETF portfolios evolve based on the client’s goals, risk level, time horizon, and assets

Reporting & Communication 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.