No time to manage your portfolio? We make investing easy.
For a limited time, pay no management fees and get your portfolio professionally managed with VirtualWealth's automated platform. You can even track your performance 24/7.
October 26 – December 31, 2021
When you sign up as a new client during the offer period with minimum investment of $20,000, you get:
- Your fees waived up to six months for VirtualWealth portfolios
- Your fees waived up to nine months for VirtualWealth responsible investing portfolios
Start building your wealth now.
To open an account, speak to your financial advisor today.
For more information, check out virtualwealth.ca.
VirtualWealth is a trade name of Credential Qtrade Securities Inc.
New Clients Offer - Management Fee Waiver
1. The Offer
account for a period of up to 9 months (the “Offer”). This Offer is only available to new VirtualWealth clients who open and fund a new
VirtualWealth account with at least $20,000, between October 26 and December 31, 2021.
See the Terms and Conditions below for detailed requirements of the Offer.
2. This Offer is subject to the following Terms and Conditions:
A. Offer Period
This Offer commences on Tuesday, October 26, 2021, at 12:00 am ET and concludes on Friday, December 31, 2021, at 11:59 pm ET
(the “Offer Period”).
must not have held a VirtualWealth account prior to October 26, 2021.
(2) By December 31, 2021, you must either (a) deposit a minimum amount of $20,000 (net of withdrawals) in your VirtualWealth
account, or (b) open a new RRSP, TFSA or RESP VirtualWealth account and initiate a transfer of assets into such account from a third
party institution. The transfer of assets into the account must be received by March 15, 2022.
(3) One account that qualifies for the Offer will not be charged a management fee for 6 months beginning on the first day of the quarter
following account opening in the case of a VirtualWealth Portfolio account, and for 9 months beginning on the first day of the quarter
following account opening in the case of a VirtualWealth Responsible Investing Portfolio account. After the relevant time period expires,
the account will be charged a management fee as set out here: https://www.virtualwealth.ca/en/why-virtualwealth/pricing.html.
(4) An account funded with $2,000 or more, but below the minimum required amount of $20,000, will be charged a management fee.
(5) Your money will not be invested, nor will your account be charged a management fee, until the balance in the account reaches at
(6) Only one account per client is eligible to participate in the Offer.
VirtualWealth until after the Offer Period has expired.
(2) New accounts must meet VirtualWealth’s account opening requirements and related documentation requirements, and be
approved by VirtualWealth, at its sole and absolute discretion.
(3) Management expense ratio (MER) fees (which are charged by the fund company, not VirtualWealth) will still apply.
(4) You are solely responsible for any tax consequences arising from or in connection with this Offer and/or the transfer of any assets
into your VirtualWealth account.
(5) All dollar amounts mentioned in relation to this Offer are in Canadian dollars.
(6) You must be a Canadian resident who is of the age of majority in your respective province or territory when submitting your new
(7) VirtualWealth reserves the right, at its sole and absolute discretion, to suspend, disqualify, limit or revoke this Offer generally, or to
any person or account holder, for any reason including but not limited to manipulation or abuse of the process, fairness, integrity,
or operation of the Offer.
(8) You may opt out of the Offer at any time by notifying VirtualWealth at 1.844.622.4500 or email@example.com, in which case
management fees will be applied to your account.
(9) VirtualWealth is a division of Credential Qtrade Securities Inc. (“CQSI”), a wholly owned subsidiary of Aviso Wealth Inc. VirtualWealth
is a tradename of Credential Qtrade Securities Inc.