Daily Business Banking

VirtualWealth® Platform

 

A smart, easy way to invest

VirtualWealth LogoVirtualWealth is a simple and convenient digital investing service that provides you with a professionally managed, low-cost portfolio to match your personal financial goals, timeline and risk tolerance. VirtualWealth offers investment portfolios for a wide range of investor needs, including Responsible Investing options. Core portfolios track the performance of Canadian, U.S. and global stock and bonds. Responsible Investing portfolios make a positive impact beyond a financial return. The investment managers evaluate investments based on environmental, social and governance performance and work directly with companies to encourage improvements in their sustainability as well as their growth. Getting started is easy. Tell VirtualWealth a little about yourself and you’ll receive a recommendation for an expertly designed portfolio that fits your needs. Then fund your account online and VirtualWealth will do the rest for you. VirtualWealth provides:
  • A fully automated service so you don’t have to make any investment decisions
  • A professionally managed portfolio of high-quality investments that are diversified across geographies, sectors and industries
  • Continuous oversight and regular rebalancing by our team of experts
  • Mobile apps for tracking your investments
  • Friendly support from knowledgeable investment representatives by email and phone
 

Learn about VirtualWealth

Technology

Financial technology

VirtualWealth leverages the latest technology to deliver a convenient online investing experience. Your portfolio design and oversight are still handled by investment professionals.
Partnership Icon

Human service

As a Member, you can use VirtualWealth and still speak with a PenFinancial Advisor about how your automated investments fit into your financial plan.
Online Banking Icon

Online banking preview

Your VirtualWealth accounts can be connected and viewed directly through your PenFinancial online banking, making it easy to keep an eye on your investments.

You can open a VirtualWealth account with any amount. Getting started is fast and easy!
1

Complete the simple goals-based questionnaire.

2

Open and fund your account online in minutes.

3

Start saving towards your goal. Start Today →

Virtualwealth-Logo

 

A service you can trust

VirtualWealth is powered by Aviso Wealth, one of Canada’s leading independent financial services providers. Aviso oversees billions in assets under administration and management. It is owned by the provincial credit union Centrals, The Co-operators/CUMIS and Desjardins.

Learn about VirtualWealth

Note VirtualWealth is a trade name of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.