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Company: Qtrade Financial Group

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Mandeville, Smart Money introduce WealthPort service

VirtualWealth gives 150 financial services institutions partnered with Qtrade the ability to offer clients an automated digital wealth-management platform

Packham has been acting CEO since January 2015 and has played a major part in seeing Qtrade’s client assets grow to a record level of almost $12 billion from $10 billion

Qtrade will provide the credit union and its subsidiary access to its full-service platform for investment services

  • May 30, 2016 May 30, 2016
  • 13:50

The credit union and its financial planning subsidiary will offer investment services to its members through Qtrade’s full-service and direct brokerage platforms

Deal with Qtrade will also allow Sun Life clients to access Qtrade’s online brokerage platform to execute their own trades

GWL will hire nine new IIROC-licensed advisors to assist current GWL and London Life advisors

  • June 18, 2014 June 18, 2014
  • 15:50

Credit union will deliver investment services via Qtrade

  • By: IE Staff
  • May 12, 2014 May 12, 2014
  • 08:25

Staking claims to be provider of choice to CUs

B.C. credit union to gain access to Qtrade’s dealer and back office support

  • By: IE Staff
  • April 19, 2013 April 19, 2013
  • 13:10

Current wealth management agreement will continue until 2019