Savard Qtrade
Direct investing for owner-operators since 2009. Every holding in your name. Zero pooled products. Full transparency.
Your Dashboard Includes
- Real-time holdings with cost basis, market value, and unrealized gain/loss
- Dividend and interest income tracking by security and account
- Tax-lot detail for year-end reporting and capital gains planning
- Historical performance attribution against your personal benchmarks
- Secure document vault for statements, tax slips, and correspondence
- Direct messaging with your portfolio manager
Savard Qtrade didn't just invest my money — they invested in me. The dashboard alone replaced three spreadsheets I was maintaining myself.— Karen Takacs, Co-Owner, Fieldstone Mechanical Services Inc.
CFA Institute
CIRO Member
OSC Registered
CIM Designation
OSC Reg. No. PM-2009-4471 | CIRO ID: SQ-88294
Welcome Back
Sign in to access your portfolio dashboard — real-time holdings, income tracking, and secure documents, all in one place.
Forgot your password?
🔒 Secure Connection
Your session is encrypted end-to-end with 256-bit TLS. We never store your password in plain text, and all dashboard sessions expire after 30 minutes of inactivity. For additional security, we recommend enabling two-factor authentication from your account settings once logged in.
Your session is encrypted end-to-end with 256-bit TLS. We never store your password in plain text, and all dashboard sessions expire after 30 minutes of inactivity. For additional security, we recommend enabling two-factor authentication from your account settings once logged in.
Not yet a client? We work exclusively with owner-operators, family businesses, and incorporated professionals managing $500K or more in investable assets. Schedule a discovery call to see if we're a fit, or learn more about our six-step onboarding process.