Questrade launches Custom Indexing
Online brokerage Questrade today announced the release of Custom Indexing – giving Canadian investors access to a fully personalized index portfolio with no management fees.
Custom Indexing blends the simplicity of passive index investing with the control of active stock selection.
Investors can choose from a template library of broad market indices and shape them to fit their own strategy, values, or convictions — adjusting holdings, adding or removing companies, and leaning into themes that matter to them. Built-in automation handles the rest.
“Today’s investors want to move beyond the one-size-fits-all portfolio and have their investments reflect what they actually believe,” said Hwan Kim, Chief Product Officer, Questrade. “Custom Indexing puts that power directly into Canadians’ hands. Whether they want to exclude specific companies or lean into an emerging theme, they can now build a tailored strategy and manage it effortlessly over time without giving up the diversification of an index — or paying a management fee for the privilege.”
A single Custom Index can hold up to 600 securities, drawn from a universe of more than 10,000 US-listed stocks and ETFs, with Canadian securities coming soon. Custom Indices can be built inside registered — including TFSAs and RRSPs — and non-registered accounts, giving Canadians more ways to invest tax-efficiently on their own terms.
Custom Indexing also connects Canadians with a curated library of indices built by leading voices in the Canadian online investing community — including Braden Dennis, Simon Belanger, Dan Kent (Canadian Investor Podcast, Fiscal.AI), Tal Schwartz (North Exit Ventures), and finance creators Lina Wu, Zac Hartley, Adrian Bar, Shay Huang, and Joyee Yang. The library spans a range of investing philosophies, giving Canadians a ready-made starting point — and a reason to invest with more conviction.
“At Questrade, innovation means finding new ways to shift the advantage to Canadian investors,” said Rob Galaski, President, Questrade Financial Group. “Custom Indexing is a genuine market first — one that challenges the industry’s assumptions and gives Canadians a powerful tool they’ve simply never had access to before.”
