Knowledge is the way to move forward.

Bonds or GICs: What’s the right investment for you?

Learn how bonds differ from GICs and how adding fixed income to your portfolio can aid in diversification.

Capital gains taxation – Deferred, preferred and more

Four ways to give a tax assist to your investment returns

Considerations for downsizing in retirement

Planning where you will live in your later years

The TFSA Shuttle … channeling the Harlem Shuffle

A catalyst in concert with FHSA, RESP and RRSP tax-sheltered savings

The Q Review: September 2024

What happened in the markets in September?

TFSA room indexing – Anticipating the acceleration

The compounding frequency of annual increases

From estate planning to estate doing

Because you don't have 9 lives to figure it out…

Why time horizon is key to your investing strategy

Learn how the time horizon of your financial goals can impact your investment choices.

Great Wealth Transfer: What it might mean for investors

Learn about the coming generational wealth transfer and how it might affect you.

The Q Review: August 2024

What happened in the markets in August?

Navigating the market with the Magnificent 7

Meet the seven companies leading the stock market and what they mean for investors.

Exploring HISA funds: a smart addition to your investment portfolio

Secure your savings while earning competitive returns

The Q Review: July 2024

What happened in the markets in July?

The Q Review: May 2024

What happened in the markets in June?

Maximizing your investments with minimal time

Practical strategies and tools to streamline managing your portfolio, saving you time and effort while helping you maximize returns.

Mastering investment research for your self-directed portfolio

Make informed investment decisions with the help of our wide range of research tools.

All about options trading

Take your investing to the next level with options trading

The Ultimate Guide to the FIRE Movement

Achieving financial independence and early retirement

The Q Review: May 2024

What happened in the markets in May?

The most tax-advantaged sources for a home down payment

If you’re in the market for a home, don’t leave money on the table when saving for your down payment.

Buying with friends or family may let you buy a home sooner

Could joining forces with friends or family help you enter the housing market?

Should you wait for your dream home?

The evolution of transaction settlement: Moving to T+1

Everything you need to know about the transition to T+1 settlement cycles.

The Q Review: April 2024

What happened in the markets in April?

The Q Review: March 2024

What happened in the markets in March?

What investors need to know about the 2024 federal budget

On Tuesday April 16, 2024, Finance Minister Chrystia Freeland tabled the latest Federal Budget in Parliament, subtitled: “Fairness for Every Generation”.

Ten things to do with your 2024 tax refund

Ten things, including debt reduction and contributions to registered plans, you might want to consider doing with your tax refund.

Qtrade’s mobile app

The perfect trading tool for investors on the go

Fraud prevention tips

Tips to help you stay safe online.

A hot tip or a scam? How to spot investment fraud

Learn some of the red flags to watch for to protect yourself from investment fraud.

Understanding asset classes

Learn all about asset classes and how it can help you build a more diversified investment portfolio.

How interest rate changes can affect your investments

Find out more about interest rate movements and how they can impact your investment portfolio.

Where to find market commentary and technical analysis

Find out what market commentary and technical analysis you can access through Qtrade Direct Investing.

Love shouldn’t cost a thing: How to protect yourself from romance scams

How to spot a romance scam, and how to protect yourself.

Full-Service Brokerages vs Robo-advisors: Understanding the key differences and benefits

Investing in the stock market can be an overwhelming experience, particularly if you're a novice investor.

Understanding diversification

Learn about diversification, what it is, how it works, and how it can help reduce investment risk.

Why, when and how to rebalance your portfolio

Learn all about portfolio rebalancing, what it is, why it’s important, and how to do it.

Active vs. Passive Investing: Which strategy is right for you?

Many investors fall into two categories: active and passive. But what do those terms actually mean?

5 things you can do during a market downturn

Find out what to do during a stock market downturn.

How to invest during a bear market

Learn what bear and bull markets are, how long they last, and how to invest during a bear market.

A New Year checklist for investors

A checklist for investors of what to review at least each New Year to help ensure their financial health.

The best way to save for a home purchase

Learn all about the different registered accounts that can help you save for a home purchase as well as some tax breaks for homeowners.

10 ways to grow your RRSP

How to make smart decisions that benefit your financial future

Investing account types explained

Learn more about what kinds of investing accounts are available, what they are used for, and which ones are right for you.

How do I access the funds in my RESP?

Find out all about your RESP withdrawal options and different tax treatment.

How to build an emergency fund

Learn why an emergency fund is important to your overall financial health, and how to build one.

How much do you need to save for your child’s education

Learn more about the rising costs of post-secondary education and how to save for your child’s education.

Portfolio Analytics can help you build an investment portfolio

Find out how Portfolio Analytics tools can help you build a better investment portfolio.

Investor support at Qtrade

All ways you can get help and support with Qtrade on your investing journey.

Understanding New Issues

We sat down with one of our senior traders to talk about New Issues, Initial Public Offerings, discounted common shares and newly issued bonds.

How to get started at dividend investing

Learn about how dividends are paid and taxed, how to evaluate dividend stocks, and how to get started at dividend investing.

What is index investing?

Learn all about index investing, how it works, index performance and how to choose an Index fund.

Don’t get stuck in analysis paralysis

Find out about analysis paralysis in an investing context and how to overcome it.

Investing in your 40s and 50s

What to consider when you’re investing in your 40s and 50s.

Getting started with investing in your 20s and 30s

Learn about how to start investing early, why it’s important and what you should know.

How to transfer your RRSP to a RRIF

Learn about how to transfer from your RRSP to a RRIF.

Seven reasons to transfer your RRSP to a RRIF

Learn about the benefits of transferring your RRSP to a RRIF.

Volatility matters: Why you should watch the VIX

There's no perfect way to predict where markets are headed, but the Volatility Index (or VIX), gives interested investors a helpful gauge.

How much will your CPP payments be?

Learn about CPP eligibility, CPP deductions, CPP payment amounts, CPP payment dates, CPP Post-retirement benefit, CPP enhancement and how to apply for CPP.

Economic Update: Bank of Canada July rate increase

Read NEI Investments' update about the latest Bank of Canada interest rate increase.

All about cash and margin trading accounts

Learn more about cash and margin trading accounts, how they work and potential risks.

How much will your OAS payments be?

Learn about OAS eligibility, OAS payment amounts, Guaranteed Income Supplement, how to apply for OAS benefits.

Beyond stocks: Additional investment options from Qtrade

Qtrade offers a broad range of products for all your investing needs.

What is asset allocation?

Find out about asset allocation, how it works, and how to determine your ideal asset mix.

Understanding the stock market

Learn about the basics of investing in the stock market.

How to incorporate responsible investing into your investments

Learn how to incorporate responsible investing and ESG ratings in your investments.

Responsible investing and ESG defined

Learn all about responsible investing and ESG investing and how to incorporate it in your portfolio.

Introduction to mutual funds

Learn more about mutual fund types, how they are valued, their benefits and risks.

Introduction to stocks

Learn all about stocks, how stocks are valued, and what kinds of stocks are available to trade.

Thinking beyond investment returns

Christine Zalzal, SVP & Head of Online Brokerage and Digital Wealth shares some of the ways women are thinking beyond investment returns.

Investing during retirement: How to make your money last

Learn about strategies to help you invest during your retirement.

The home stretch: How to prepare for retirement

A few tips on how to prepare your finances for retirement.

Economic Update: Bank of Canada June rate increase

An economic update from NEI on the Bank of Canada’s June 2023 interest rate announcement

How sequential risk can impact your retirement savings

Learn about how sequential risk can impact your retirement savings, and how you can reduce the risk.

How women are changing the investing landscape

Christine Zalzal, SVP & Head of Online Brokerage and Digital Wealth shares some of the ways women are impacting the investing landscape.

How to choose a mutual fund

Find out how to identify broad investment themes and choose a mutual fund investment.

How to choose an ETF

How to find broad investment themes and choose between hundreds of available ETFs.

Power up your portfolio with our enhanced research tools for investors

Qtrade offers a comprehensive platform that provides investors with a wealth of information to help them make informed decisions.

Should you invest or pay down your mortgage?

Exploring the pros and cons of using extra cash to pay down your mortgage versus investing.

What investors need to know about the 2023 federal budget

Select savings, investment and financial highlights of the proposed 2023 federal budget.

A checklist for tax time

Information to help you file your tax return.

Cryptocurrency Basics

Basic information about cryptocurrencies, how they work and where to find out more.

How to choose a stock

Learn where to find stock trading ideas and how to evaluate stocks.

The importance of setting financial goals

Learn what to keep in mind when you set goals for your financial future.

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.

Capital gains in your portfolio

Four ways its preferred tax treatment aids your investment returns

Overcoming the fear factor

Christine Zalzal shares her advice for the many new investors who may have experienced their first bear market.

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.

Economic update: The BoC’s January interest rate increase

An economic update from NEI on the Bank of Canada’s January 2023 interest rate announcement

Concerned about a recession? Here’s what you need to know

Find out what a recession is, how it impacts financial markets and how to protect your portfolio during a recession.

Continuous improvement: the Qtrade difference

As Canadians continue to take control of their finances through self-directed investing, Qtrade Direct Investing™ has stood out as a top-ranked broker year after year.

All about the tax-free first home savings account (FHSA)

Details about the new Tax-Free First Home Savings Account (FHSA) coming in 2023.

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 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.

Take advantage of the many ways you can invest

There are so many more options available to the next generation of investors and so many opportunities to invest in a way that works best for your needs. 

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.

Asset allocation ETFs

Learn about asset allocation ETFs and how they can provide low-cost diversification in your portfolio.

5 types of investment risk

Learn more about different types of investment risks, how they could impact your portfolio.

How climate change could impact your investments

Learn about the financial risks of climate change and how they could impact your investments.

When and how to start investing

Learn investing basics to help you start investing toward your financial goals.

Why you should start investing

Learn the difference between saving and investing, and why you should start investing toward your financial goals.

What is a robo-advisor?

Learn all about robo-advisors, how they work, advantages of robo-advice, who should use a robo-advisor and how to get started with robo-advice.

An introduction to bonds

Learn all about bonds, how they work, and how to incorporate bonds into your portfolio.

Five investing myths debunked

Learn about 5 commonly held investing myths and why they’re wrong.

Four things investors need to know about rising interest rates

Understand the potential impact rising interest rates will have on economies, markets and investors.

How to reduce risk in your portfolio

Learn how you can use PortfolioScore and PortfolioSimulator to help adjust your portfolio to reduce risk exposure.

Using dollar-cost averaging to help mitigate risk

Learn how dollar-cost-averaging can be an effective investing strategy during times of market volatility.

Seven strategies to help manage volatility and risk

Learn seven investing strategies that can help you mitigate volatility and manage risk in your portfolio.

ETFs vs Mutual Funds

Learn a few of the key differences between Exchange Traded Funds and Mutual Funds.

Harnessing the power of automatic contributions

Find out how to boost your investments with automatic contributions.

What to know before you buy a stock

Learn about ticker symbols and stock order types, and how to buy and sell stocks in Canada

An Introduction to Exchange Traded Funds (ETFs)

Get an overview of what Exchange Traded Funds (ETF) are and why they are a popular investing option.

How inflation could affect your investments

Learn what inflation risk is, how it impacts businesses and consumers and how it could affect your investment.

How to take advantage of your TFSA room

Tips on how to determine and take advantage of your TFSA contribution room, and what TFSA investments are allowed.

What is impact investing?

Learn the definition of impact investing, how it works and how you can make more impact with your investments.

Incorporating responsible investing and ESG into your portfolio

Learn how to include responsible investing and ESG scores in your investments.

What investors need to know about the federal budget

This summary highlights provisions relevant to the savings, investment and financial planning decisions of individuals, families and small businesses.

How to buy a stock online

How to sell a stock online

Helping women build their investing confidence

Christine shares her perspective, insights and advice to help other women succeed.

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.

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.

RESPs: Get $7,200 in government grants working for you!

While most parents appreciate the value of a post-secondary education, many don't fully understand the costs. Here are some ways to make the most of RESPs and government grants.

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.

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.

Thematic ETFs - Fad or Fab?

Thematic ETFs allow you to invest in specific market niches or themes, as well as to align your portfolio with your moral beliefs or your personal interests. But does investing in niche ETFs make financial sense?

Tax and public support programs for people with disabilities

Tax and public support programs for people with disabilities

5 tax tips for self-employed

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

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.

Five tax drivers of RRSPs

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

Ten things to do with your 2020 tax refund

Ten things to do with your 2020 tax refund

Chess and your retirement

Learn more about the implications of different retirement income choices.

6 things to consider as you near retirement

What to think about as you close in on retirement, including income sources, portfolio rebalancing and shifting to an income mindset.

What to think about 10-15 years from retirement

Learn about how to plan for retirement, create a retirement budget, maximize your savings and review your portfolio’s risk exposures.

Will you be ready to retire by age 65?

Making smart decisions about saving can ensure your financial future.

How much do you need to save for retirement?

Tips on what to think about when you’re building a retirement plan. What do you want your retirement to be?

How the pandemic could impact Canadians’ retirement plans

In 2020, COVID-19 has hit Canadians aged 75 and over. However, seniors appear to be weathering the pandemic’s financial storm better than younger generations.

Quick introduction to Qtrade

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.

5 easy steps to help you achieve your savings resolution

Learn tips to help you achieve your saving and investing new year’s resolutions.

Been bitten by inflation? Here’s how inflation-linked bonds can protect you

Learn how inflation-linked bonds can mitigate the effects, how they compare to traditional bonds and how they can help you protect your nest egg.

Tempted to bet big on trendy stocks? Try Core & Explore instead

Here’s a look at how a core-and-explore portfolio is constructed and what advantages it offers.

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

Is it time for a return of value investing?

Value investing hasn’t been in vogue for a decade, but changing market conditions could soon make it more popular.

What is short selling and why do investors do it?

Short selling is a sophisticated strategy that many active traders use to try and capitalize on stocks or markets they feel are overvalued.

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.

Is the Dow still relevant?

After more than 120 years, the Dow Jones is still one of the most-cited indices in the world.

The case for investing in global bonds

Our latest featured article explains why investing in the 97% of bonds issued outside Canada makes sense, and presents a case for choosing hedged instead of unhedged funds when doing so.

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.

The earlier you invest in your RRSP, the better

When time is on your side, it's a huge ally. The earlier you start investing in an RRSP, the more you benefit from the power of compounding.

RRSP vs TFSA: what's the difference?

The RRSP and the TFSA are registered accounts with distinct features and benefits. Learn how to leverage these two savings vehicles to achieve your financial goals.

RRSP vs TFSA: find the right balance

Most Canadians can benefit from having an RRSP and a TFSA. Learn the key differences, and how to find the right balance.

Should investors dig into mining stocks again?

Mining is a cyclical business and thus a risky one for investors. This feature article introduces some of the key dynamics that drive investor sentiment in the sector.

RRSP basics — the ABCs of RRSPs

Learn about RSPs (RRSPs): what they are, the types of investment you can hold, how much you can contribute and the annual deadline.

New to options trading? Here is a strategy to consider

This article provides an introduction to using covered calls as a conservative options-trading strategy.

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.

5 good habits to help you invest for your retirement

Find out how to save for retirement with five good habits of successful investors.

Investing in strip bonds (part 2)

Even though they don't provide regular interest payments, with strip bonds, compound interest is the name of the game. In this article we explain why.

Investing in strip bonds (part 1)

Strip bonds are an attractive alternative to conventional bonds. This article reviews the key features and benefits of investing in strip bonds.

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.

How much can you contribute to your TFSA?

Tips on how to determine your TFSA contribution room, how to check your TFSA balance, and more about TFSA withdrawals and overcontributions.

TFSA basics

Key features of TFSAs, including eligibility, TFSA contribution limits, TFSA carry-forward room, TFSA withdrawals and what TFSA investments are allowed.