When you’re new to online investing, knowledge gives you confidence.

Keeping your Qtrade account secure

Learn some of the ways that we keep your Qtrade account secure and what you can do to help.

What is Smishing and how to defend against it

Learn how to identify and protect yourself from Smishing/SMS Phishing attacks.

Ten things to do with your 2021 tax refund

Ten things to do with your 2021 tax refund.

What’s the best asset allocation strategy for your child’s RESP?

Learn how to build a robust RESP portfolio and make the most of this powerful education savings tool.

The importance of a Will

It is devastating to deal with the death of someone close, and it is even more devastating when that someone dies without a Will.

Who gets the family vacation property…and how?

Some of the hardest estate planning decisions are not about dollar values, but about personal values.

Fundamentals of trusts

We use the word ‘trust’ regularly in our day-to-day language. However, when it comes to its legal use in estate planning, the term ‘trust’ is likely a mystery to most people.

Hidden costs of cottage ownership

Let’s look at some of the costs and trade-offs of owning a vacation property.

What is estate planning anyway?

“Estate planning” is a nebulous phrase, appropriated by all manner of professionals and institutions.

Responsible investing 101

Responsible investing (RI) is a rapidly growing segment of the global investment market.

How to incorporate RI into your portfolio

Grow your money and contribute to positive social and environmental outcomes.

Five types of investment risk

Are market worries keeping you up at night?

Don’t get stuck in analysis paralysis. Start building your dreams today.

Analysis paralysis can happen when you’re making what feels like a big decision.

All about IPPs - 2021

Income Tax Act allows you as the owner of a corporation to set up an individual pension plan (IPP) for yourself as an employee of the business.

Tax and public support programs for people with disabilities

Tax and public support programs for people with disabilities

5 tax tips for homeowners

Tax and Estate Planning Advocate Doug Carroll explains some of the tax breaks available to homeowners.

5 tax tips for parents

Tax and Estate Planning Advocate Doug Carroll explains some of the tax breaks available to parents.

5 tax tips for self-employed

Tax and Estate Planning Advocate Doug Carroll explains some of the tax breaks available to self-employed.

5 tax tips for seniors and retirees

Tax and Estate Planning Advocate Doug Carroll explains where you can find tax efficiencies in your later years.

5 tax tips for investors

Tax and Estate Planning Advocate Doug Carroll explains the advantageous tax treatment on any money you earn as capital gains.

Understanding COVID-19 financial supports at tax time

In response to the COVID-19 pandemic, the federal government implemented a variety of non-taxable and taxable benefit programs over 2020.

RRSP over TFSA as default choice – Analyzing marginal and average tax rates

Both RRSP and TFSA give you tax-sheltered income and growth on the investments within them. The key difference is what happens on front and back end.

Five tax drivers of RRSPs

A registered retirement savings plan (RRSP) helps you save towards retirement in a tax-effective way.

Four pillars of investment tax planning

Guided by a few simple principles, you can position your investments to optimally navigate toward your future spendable wealth.

Capital gains in your portfolio

Four ways its preferred tax treatment aids your investment returns

Chess and your retirement

The decumulation game requires a dynamic strategy

Ten things to do with your 2020 tax refund

Ten things to do with your 2020 tax refund

Retirement planning: The top 6 things to consider as you close in on retirement

Are you inching closer to your retirement? Already dreaming about how you’ll get to spend your newfound freedom, or are you worrying about the details?

What to think about 10-15 years from retirement

Planning for retirement can be exciting. Often, it can be a little overwhelming as well. There’s a lot to think about.

10 ways to grow your RRSP

How to make smart decisions that benefit your financial future

How much do you need to save for retirement?

Whether retirement is far in the future or just around the corner, like many Canadians, you probably wonder how much you’ll really need to save for it.

Will you be ready to retire by age 65?

Making smart decisions about saving can ensure your financial future.

Reacting to Market Volatility

As COVID-19 continues to impact world markets, it helps to have some context to understand the nature of market volatility and decision-making strategies.

Five easy steps to help you achieve your savings resolution

Is improving your finances one of your New Year’s resolutions? Here are five steps you can take to help you boost your savings and achieve your financial resolution.

Year-end checklist for investors: 10 things to consider

Before you ring in the new year, here are 10 investing tips that you should consider.

Are you paying unnecessary mutual fund fees?

Find out why you should be paying attention to your mutual fund series and how you could save by switching to a different series.

Seven strategies to help manage volatility and risk

While market swings can unnerve even seasoned investors, here are seven strategies you can implement to mitigate volatility and manage risk.

Value Analyzer: How to assess the value of stocks

We’ve teamed up with Trading Central to bring you the Value Analyzer tool, which puts the essential metrics of value investing at your fingertips.

Concerned about volatility? Dollar-cost averaging may mitigate risk and enhance returns

If the prospect of a potential market downturn makes you hesitant to invest a lump sum, consider dollar-cost averaging (DCA).

Mutual fund mergers: what to look out for

Do you own mutual funds? If so, you should know what to do if your fund company changes ownership or your fund merges with another fund

How do you choose between similar-looking ETFs?

Exchange traded funds (ETFs) have grown exponentially in recent years. The ever-increasing number of ETFs means you can find something for just about every investment strategy.

Building your investment portfolio

It’s not uncommon for self-directed investors to get their start by buying a single popular stock or sector that promises fast growth and big returns. But investing in a single stock isn’t a sound long-term strategy.

Harnessing the power of automatic contributions

Automatic contributions are a highly effective tool to help us overcome psychological obstacles that prevent us from doing what is good in the long term, and make it easier to invest more consistently in our future.

New 'all-in-one' asset allocation ETFs

Since making their debut in Canada earlier this year, asset allocation ETFs (or “all-in-one” ETFs) have been much discussed among investors.

The G in ESG: Why governance matters to investors

In the third and final instalment of our three-part series, we look at how a company's governance structure, policies and procedures can impact shareholder value.

The S in ESG: Why investors should care about a company's social impact

In the second instalment of our three-part article series, we look at why a company's social impact should matter to investors.

The E in ESG: Why more investors are weighing environmental criteria in their portfolios

In this first of three articles, we explore the environmental issues that can impact companies' performance and shareholder value.

Bond ETFs

There is a variety of bond ETFs available in Canada, which can provide diversified exposure to various types of government and corporate bonds.

Responsible Investing has never been easier

More investors are looking for ways to grow their money, while also making a positive impact on the world around them.

How to contribute to an RRSP or TFSA with Qtrade Investor

What does a lower loonie mean for your US investments?

Diversifying your portfolio beyond Canada

Investment choices: definitions and advantages

A quick overview of the investments you can hold in your self-directed account, and the advantages of each.

What kind of investor are you?

As an investor, you should know three things about yourself: your risk tolerance, your time horizon and how much time you can dedicate to managing your portfolio.