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Questwealth
Portfolio Pricing

Standing up for Canadian investors with lower fees and transparent pricing

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  • Pricing
  • Questwealth Portfolios pricing

Lower fees for better returns 1

0.25%

with a balance of $250-$99,999

0.20%

with a balance of $100,000+

See how little you'll pay per month

With Questwealth Portfolios, you always know exactly how much you'll pay.

Account balance

Management fee/mo

Proven returns, active management, and diversified portfolios

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No unnecessary fees

  • No account opening fees

  • No trading commissions

  • No electronic fund transfer fees

  • No hidden fees

Get matched with the right portfolio for your investment goals.

Full transparency in our fees

Nobody like surprises-especially when it comes to fees. This list has all the fees you could possibly incur as a customer. You may never see them because they are charged based on different situations but if you do, rest assured we keep them low.

Management expense ratio (MER) fees

The ETFs (Exchange traded funds) in the portfolios have a built-in cost charged by the companies managing them. The ETFs in the Questwealth Portfolios have portfolio MERs ranging from 0.17%-0.22%. The Questwealth SRI Portfolios have portfolio MERs ranging from 0.21%-0.35%.

What does this mean?

Currency exchange fee

When we need to buy or sell US dollars to trade ETFs in your account, there is a fee of 100 pips (or 0.01) added to the exchange rate.

How it works

Administrative fees

By offering investment portfolios online, we reduce our expenses and pass the savings on to you.

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How to lower your fees

My Family program

Link your account with the accounts of friends and family members to take advantage of reduced fees.

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Get a tax break

Investment management fees are tax deductible but only in non-registered accounts. Get the full details at Canada Revenue Agency.

Canada Revenue Agency

Support ifyou need it

Active portfoliomanagement

Ample resourcesand knowledge

Team ofexperts

You're never on your own

With Questrade, we're always by your side. And if you have questions, talk to us. We're here.

Get in touch

Switch to Questwealth for free

We’ll reimburse transfer fees charged by your financial institution, up to $150 per account. No minimum amount required. Give us your details and we’ll contact your current financial institution to get the transfer started for you.

Get answers to frequently asked questions

By bringing investing online, we reduce overhead fees and eliminate the layers between you and the market. We then pass those savings onto you.
You will receive a portfolio managed by a team of experts. They follow set investment guidelines and make sure your portfolio sticks to it.
The management fee is calculated daily and charged quarterly. You'll see it on your January, April, July, and October statements.

1 "Lower fees for better returns" refers to the impact of fees over time on your investment returns. This statement is based on a comparison of Questwealth Portfolios' (QWP) Growth Portfolio annual fee to the average Management Expense Ratio of Global Equity Balanced Series A Funds listed in Canada, as of September 30, 2022. This comparison is based on an initial investment of $50,000, compounded annually over 30 years. Annual contributions may impact results. No representations or warranties are made as to the reasonableness of these assumptions. Expected returns and images included in this content are for illustrative purposes only. Actual performance could differ from the scenarios presented.

Questwealth Portfolios is a service provided by Questrade Wealth Management Inc.