Knowledge is the way to move forward.

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.

Ten things to do with your 2022 tax refund

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

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 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.

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.

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.

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.

Five investing myths debunked

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

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.

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.

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.

How much will your OAS payments be?

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

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.

Responsible investing and ESG defined

Learn about the meaning of responsible investing and ESG, as well as their growth and popularity.

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.

Understanding the stock market

Learn about the basics of investing in the stock market.

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.

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.

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 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.

10 ways to grow your RRSP

How to make smart decisions that benefit your financial future

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.

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.

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.

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?

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.

10 conditions of RSP love

You should love your RSP and trust that it's working in your best interest. Here are 10 conditions of RSP love.

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.

RRSP to RRIF

You must close your RSP by the end of the year in which you turn 71. Here are the key considerations when converting an RSP to a RIF.

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.

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.

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.

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.

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.

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.

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.

5 good habits to help you invest for your retirement

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

How sequence of returns can impact retirement savings, and what to do about it

A market downturn during the early years of retirement can significantly impact your retirement portfolio. Learn how to avoid 'sequence of returns' risk.

Seven compelling reasons to transfer your RRSP to a RRIF

What are your options once your RRSP matures when you turn 71? Here are some reasons to roll it over into a Registered Retirement Income Fund, or RRIF.

Investing during retirement: How to make your money last

For those entering retirement, here are some strategies that will allow you to withdraw money from your portfolio while enabling it to continue to grow.

The Home stretch: Preparing for retirement

Preparing for retirement means taking extra steps to safeguard your savings. As average life expectancies continue to rise, here are some tips to make your money last.

Investing in your 40s and 50s

Investing can take on much more importance when you're in your 40s and 50s. Here are some tips for investors starting to plan their retirement and think about their family's future.

Getting started with investing in your 20s and 30s

In your 20s or 30s and ready to start investing? Here are some simple suggestions to help you harness the power of compound growth and develop great investing habits.

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.