adviceDirect is a one-of-a-kind investing platform that combines DIY investing with personalized recommendations and support.
You’re in charge of buying and selling, but our technology monitors your portfolio and provides personalized recommendations to keep you balanced. Plus if you ever need to talk to a human, our registered advisors are standing by.
You’re always just a phone call away from a dedicated registered investment advisor who can provide insights into stocks, funds, or the market in general.
How adviceDirect works
You get personalized recommendations based on your risk tolerance and portfolio profile from respected third party providers Morningstar and MarketGrader.
What you do with those recommendations is up to you. Buy, sell or hold – you’re in control.
What it costs
for all assets between $100,000 and $500,000
Including trades and advisory fees
Up to 185 free trades per year
when you invest $1 million or more
No hidden fees here. You could save up to 60% or more on fees with adviceDirect compared to traditional investing (based on a 2.25% advisory fee or MER).* Fees start at $750 and are capped at $3,750 – so the more assets you have above $500,000, the more you save.