Investing success largely depends on holding a strategic mix of
different kinds of investments. With VirtualWealth, your money is
invested in Canadian, U.S. and global stocks and bonds, through the use
of Exchange-Traded Funds (ETFs). ETFs combine individual stocks and
bonds into a single low-cost, diversified and efficient investment.
VirtualWealth portfolios are designed to meet a range of objectives. More stocks if you’re focused on long-term growth. More bonds if you require income and safety. Or blends of both if you want a balanced approach. Each portfolio is optimized to deliver consistent performance while controlling risk.
Over time the variable performance of different investments will cause the asset allocations in a portfolio to shift from their targets. With VirtualWealth, the investments are continually monitored and rebalanced whenever they shift away from their target mix.
The average blended MER for our ETF portfolios is generally less than 0.15% of the value of the account. For more details, visit our Pricing page.
By minimizing costs, you keep more of your money invested so you can save more and reach your investment goals faster.
With VirtualWealth, you pay a single low management fee once per quarter. You won’t pay any management fees in your first calendar quarter and we’ll group all of the accounts in your household, ensuring you get the lowest rate possible.
Complete our simple goals-based questionnaire
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