'score up to 30% more', 'up to 30% more for you', 'up to 30% bigger', 'earning you up to 30% more' and similar messages, are references and equivalents to our 'become / retire up to 30% wealthier' claim (and together or individually these may be referred to as the 'up to 30%' claim).
1 Aggressive Portfolio
Retire / become up to 30% wealthier illustrates how investing with a Questwealth Aggressive Portfolio could improve your retirement savings using a hypothetical example. The Questwealth Aggressive Portfolio has an annual fee of #ETF_MERTier2Aggressive+#%, compared to mutual funds that have an average annual fee of #AverageMutualFundFeeAggressive#% (#ComparableFundsAggressive# comparable Class - A #ComparableFundCategoryAggressive# Funds). This is based on an initial investment of $50,000, compounded annually over 30 years. Annual contributions may impact results. Fees may change over time and actual results may vary. No representations and warranties are made as to the reasonableness of these assumptions. Questwealth Portfolios is a service provided by Questrade Wealth Management Inc.
Growth Portfolio
Retire / become up to 30% wealthier illustrates how investing with a Questwealth Growth Portfolio could improve your retirement savings using a hypothetical example. The Questwealth Growth Portfolio has an annual fee of #ETF_MERTier2Growth+#%, compared to mutual funds that have an average annual fee of #AverageMutualFundFeeGrowth#% (#ComparableFundsGrowth# comparable Class - A Canadian #ComparableFundCategoryGrowth# Funds). This is based on an initial investment of $50,000, compounded annually over 30 years. Annual contributions may impact results. Fees may change over time and actual results may vary. No representations and warranties are made as to the reasonableness of these assumptions. Questwealth Portfolios is a service provided by Questrade Wealth Management Inc.
Balanced Portfolio
Retire / become up to 30% wealthier illustrates how investing with a Questwealth Balanced Portfolio could improve your retirement savings using a hypothetical example. The Questwealth Balanced Portfolio has an annual fee of #ETF_MERTier2Balanced+#%, compared to mutual funds that have an average annual fee of #AverageMutualFundFeeBalanced#% (#ComparableFundsBalanced# comparable Class - A Canadian #ComparableFundCategoryBalanced# Funds). This is based on an initial investment of $50,000, compounded annually over 30 years. Annual contributions may impact results. Fees may change over time and actual results may vary. No representations and warranties are made as to the reasonableness of these assumptions. Questwealth Portfolios is a service provided by Questrade Wealth Management Inc.
Income Portfolio
Retire / become up to 30% wealthier illustrates how investing with a Questwealth Income Portfolio could improve your retirement savings using a hypothetical example. The Questwealth Income Portfolio has an annual fee of #ETF_MERTier2Income+#%, compared to mutual funds that have an average annual fee of #AverageMutualFundFeeIncome#% (#ComparableFundsIncome# comparable Class - A Canadian #ComparableFundCategoryIncome# Funds). This is based on an initial investment of $50,000, compounded annually over 30 years. Annual contributions may impact results. Fees may change over time and actual results may vary. No representations and warranties are made as to the reasonableness of these assumptions. Questwealth Portfolios is a service provided by Questrade Wealth Management Inc.
Conservative Portfolio
Retire / become up to 30% wealthier illustrates how investing with a Questwealth Conservative Portfolio could improve your retirement savings using a hypothetical example. The Questwealth Conservative Portfolio has an annual fee of #ETF_MERTier2Conservative+#%, compared to mutual funds that have an average annual fee of #AverageMutualFundFeeAConservative#% (#ComparableFundsConservative# comparable Class - A Canadian #ComparableFundCategoryConservative# Funds). This is based on an initial investment of $50,000, compounded annually over 30 years. Annual contributions may impact results. Fees may change over time and actual results may vary. No representations and warranties are made as to the reasonableness of these assumptions. Questwealth Portfolios is a service provided by Questrade Wealth Management Inc.
2The #ETF_MERTier2Growth+#% represents a Questwealth Balanced Portfolio and is inclusive of the management fees charged directly to clients and the portfolio management expense ratio (MER) charged indirectly by the ETFs held in the portfolio. Fees vary depending on the portfolio and the amount invested. The average mutual fund fee represents the average MER of #ComparableFundsBalanced# #ComparableFundCategoryBalanced# Class-A funds offered in Canada.
3 "Lower fees for better returns" refers to the impact of fees over time on your investment returns. This statement is based on a comparison of Questwealth Portfolios’ (QWP) Growth Portfolio annual fee to the average Management Expense Ratio of Global Equity Balanced Series A Funds listed in Canada, as of September 30, 2022. This comparison is based on an initial investment of $50,000, compounded annually over 30 years. Annual contributions may impact results. No representations or warranties are made as to the reasonableness of these assumptions. Expected returns and images included in this content are for illustrative purposes only. Actual performance could differ from the scenarios presented. QWP is a service provided by Questrade Wealth Management Inc.
You can transfer any account to Questrade from another financial institution, regardless of the balance, and get your transfer fees rebated (maximum rebate $150/account). No limit to the number of accounts you bring over. For a rebate, submit a statement from your financial institution displaying the transfer fees incurred within 60 days of the transfer request being submitted to Questrade. For Questwealth™ accounts, all-in-kind and partial transfers of your securities will be liquidated. Transfers from cash accounts may be subject to capital gains taxes or provide capital losses upon liquidation. Exchange and ECN fees may apply. Terms and conditions are subject to change without notice.
