QWERTx Pro: your portfolio, professionally managed
We are building actively managed portfolios matched to your risk profile and time horizon, overseen by experienced financial advisors. Join the waitlist to be first in line.
Three steps, then we do the heavy lifting
Tell us about you
A short questionnaire about your goals, time horizon and how you feel about market swings.
Get matched
Experienced advisors map you to a portfolio built for your risk profile, informed by smart money research.
Stay on track
Ongoing management and rebalancing, with plain-English updates you can read in five minutes.
Built around your risk and your timeline
Examples only. Final portfolios will be set by registered advisors after a full suitability review.
Conservative
Protect what you have
Short horizon or low tolerance for swings. Focus on stability and income.
Balanced
Grow steadily
Medium horizon. A blend of growth and stability for most life goals.
Growth
Build long-term wealth
Long horizon (10+ years) and comfort with bigger ups and downs.
Everything in QWERTx, plus a team on your side
- A managed portfolio matched to your risk profile and time horizon
- Oversight by experienced financial advisors
- Full super investor history, alerts when new 13Fs land, and stock screeners
- A quarterly five-minute review written for busy people
Be first in line
Joining is free and doesn’t commit you to anything. We’ll email you when Pro opens in your province or state.
Important: QWERTx Pro is not yet available and nothing on this page is an offer of investment advice or services. Portfolio management will only be offered through appropriately registered advisors once all regulatory requirements are met.