Ready to crush your financial goals in 2024?
Every journey starts with a goal, a destination in mind. In the realm of investing, that destination is financial freedom. It's like planning a road trip. You don't just hop in the car and drive aimlessly, do you? Of course not. You chart out a route, make pit stops, and enjoy the scenic beauty along the way. Similarly, investing begins with setting clear, achievable goals. These can be as simple as saving for a vacation or as grand as ensuring a comfortable retirement.
If you have a specific goal in mind, we can help you create your plan to achieve it with our awesome Goal Planning tool . Just complete a short questionnaire about your goal, timeline, and risk tolerance, and you’ll see how much you need to invest each month to get there.
And if you have saving for your first home downpayment on your 2024 vision board, we can help with that too! The First Home Savings Account launched last month on Qtrade Direct Investing?, and it’s a great tool to help you save for a place of your very own, with $8,000 in contribution room each year, up to $40,000.
So, are you ready to buckle up and take charge of your financial journey? Remember, every small step taken today opens the door to a brighter and financially secure tomorrow. Here's to a year full of wise decisions and prosperous returns. Let's make 2024 the year when you truly take control of your finances and steer yourself toward your dream financial destination.
Happy investing!
This month's recommended reads
New Year’s checklist for investors
With the busy – and expensive – holiday season behind us, it’s the perfect time to check in with your financial health and get your investing on track for the coming year. We’ve got a checklist with some simple tips to help you get started.
New year, new limits
When the clock struck midnight on New Year’s Eve, Canadians received $7,000 in contribution room in their TFSAs. Whether you’re contributing for the first time or have been doing it for years, our updated TFSA guide has everything you need to know about this super versatile account.
Rebalancing your portfolio: all you need to know
So, you’ve chosen an asset allocation model, and created an investment portfolio with an asset mix appropriate to your goals, risk tolerance and investing time horizon. That’s great! But you’re not finished. We’re diving into the how, why, and when of rebalancing.
Qtrade comes out on top in Surviscor Desktop Experience rankings
We’re excited to share that Qtrade Direct Investing was named #1 by Surviscor in its annual best online brokerage desktop experience rankings!
These rankings dive into key aspects of the customer journey, evaluating things like how clients access stock market and account information, the overall transactional experiences, and the resources available to educate and assist them throughout their journey. 2023 saw many new additions and enhancements to the platform and our education content, and we are proud to see those efforts be recognized. You can read the entire article from Surviscor here.
Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade and Qtrade Direct Investing are trade names and/or trademarks of Aviso Wealth Inc.
The information contained in this email was obtained from sources believed to be reliable; however, we cannot guarantee that it is accurate or complete. This material is for informational and educational purposes, and it is not intended to provide specific advice including, without limitation, investment, financial, tax or similar matters. Information, figures, and charts are summarized for illustrative purposes only and are subject to change without notice. All investments are subject to risk, including the possible loss of principal.