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Online Investing & Advice

QTRADE INVESTOR AND VIRTUALWEALTH®

We’ve partnered with Qtrade Investor to provide you with online investing from one of Canada's best online brokers, and VirtualWealth, an automated investing and advide platform designed to make investing easy.  At Mountain View Financial, our priority is to provide financial products and services that help you achieve your financial goals. We pride ourselves on the fact we deliver the value you expect, the convenience you want, and the security you demand.

 

QTrade Investor

Prompt, friendly service is part of the Qtrade Investor experience. Get the right answers and solutions, right away. Knowledgeable investment representatives are ready to help you open a new account, transfer funds, or place a trade. Build a diversified portfolio from a wide range of investments including stocks, ETFs, mutual funds, bonds, GICs, and options, plus new issues/IPOs. Stay connected to the markets, wherever, whenever. Invest and monitor your portfolio positions and access market information online, with Qtrade Mobile for iPhone, iPad, and Android.

 

Qtrade Investor's easy-to-use and comprehensive trading platform has consistently been rated among Canada's best by independent reviewers, including The Globe and Mail, MoneySense, and Surviscor.


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VirtualWealth®

Digital advice, or robo-advice, from VirtualWealth is a simple and convenient online investing service that provides you with a professionally managed low-cost portfolio to match your personal finance goals. VirtualWealth will invest your money in a well-diversified portfolio of exchange-traded funds (ETFs). Your portfolio is continuously monitored and automatically rebalanced, so you don't need to spend time selecting or adjusting your investments.

 

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?Did You Know

Our experienced teams can help you transfer investments with ease, or begin building a nest egg for your next big dream. Choose from a variety of investment products suited to both the new and experienced investors. Book an appointment and we’ll help get you started.

 

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QTrade Investor

For the do-it-yourself investor

  • Exceptional value: $8.75 stock trades for everyone, regardless of your account value, and $6.95 stock trades for more active traders. 100 free ETFs and trade mutual funds commission free.
  • Accounts you need: Non-registered and registered accounts, including cash, margin, RSP, TFSA, RESP, RIF, and more.
  • Planning and research tools: In-depth research and powerful tools to help you set goals, find and evaluate investing ideas, and review your portfolio. Qtrade Investor gives you all the essentials, plus plenty of extras, including real-time quotes, analysts’ recommendations, market news, investment screening tools, model portfolios, technical data, and much more.
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VirtualWealth®

Simple and convenient online investing

  • A professionally managed portfolio with a carefully designed asset mix to suit your requirements
  • Automatic rebalancing to keep your investments on track, no matter what happens in the markets
  • Friendly support from knowledgeable representatives by email and phone

The Legal Stuff:

*Terms and conditions apply. All principal and interest is 100% guaranteed by the Credit Union Deposit Guarantee Corporation, excluding common shares, investment shares, and mutual funds. Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund. VirtualWealth is a trade name of Credential Qtrade Securities Inc.  VirtualWealth is powered by Aviso Wealth, a national financial services company that oversees more than $65 billion in assets under administration and management.  Aviso includes Qtrade Investor, Canada's top-ranked online brokerage, and NEI Investments, Canada's leading manager of Responsible Investments.  Aviso is owned by the provincial credit union Centrals, CUMIS and Desjardins. Mountain View Financial Investment Services offers life insurance through Mountain View Financial Investment Services Limited an insurance agency licensed with the Alberta Insurance Council. Securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund. Mutual Funds and securities related financial planning services are also offered through Qtrade Asset Management Inc., Member MFDA. The advice on our website is prepared without knowing your personal objectives, financial situation or needs. Before you act on this or any advice, please consider if it's right for you, and reach out to our teams to help determine if the product is appropriate for you.  Legal Terms of Use apply.