Questwealth Portfolios

¹ "Earn up to 50% more", "make up to 50% more", "up to 50% more", "up to 50% more money", "lower fees for better returns", “Become/get up to 50% wealthier”, “Trade high fees for better returns”, “high fees that lower your returns” and similar messages, are references and equivalents to our "earn up to 50% more" claim (and together or individually these may be referred to as the "up to 50% claim"). The 'up to 50%' claim excludes the Questwealth Conservative Portfolio. The up to 50% claim illustrates how investing with 4 out of the 5 Questwealth Portfolios ('QWP') could improve your retirement savings using a hypothetical example. The example assumes $50,000 compounds annually over 30 years at a growth rate equal to the average 5-year historical return of comparable mutual fund categories. Potential savings are based on a comparison of the highest MER charged by QWP versus the average MER of the Series 'A' mutual funds in the respective fund categories. Fees may change over time and actual results may vary. No representations and warranties are made as to the reasonableness of these assumptions.

Aggressive Portfolio
"Earn up to 50% more" 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
"Earn up to 50% more" 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
"Earn up to 50% more" 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
"Earn up to 50% more" 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.

² The #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 $0 management fee offer
Terms and conditions apply. Offer subject to change at any time without notice. Fee Rebate is on management fees in eligible QWP accounts only and only applicable to net new deposits if all eligibility conditions are met. Other fees for transactions and account administration will continue to apply. Offer has an enrollment period, where at least one new Qualifying Deposit must be received into an Eligible Account by December 31, 2024. Offer ends December 31, 2025. questrade.com/questwealth-portfolios.

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.