Qtrade Financial Group – Investment Executive

Proposed trailer fee class action denied again

jameslangton — Fri, 26 Jan 2024 19:33:22 +0000

Firms were allowed to collect trailers before the CSA ban, court rules

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Discount brokers can’t be sued over pre-ban trailers, court rules

jameslangton — Mon, 23 Jan 2023 23:11:44 +0000

Ontario court rules that discount brokers' receipt of trailing commissions was not considered illegal before the June 2022 ban

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Qtrade introduces new robo-advisor

Pablo — Thu, 16 Feb 2017 22:05:00 +0000

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

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Qtrade names Bill Packham as permanent CEO

Alan — Tue, 31 May 2016 19:30:00 +0000

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

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Bulkley Valley Credit Union strikes partnership with Qtrade

Alan — Mon, 30 May 2016 18:50:00 +0000

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

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Integris chooses Qtrade as wealth-management provider

Alan — Mon, 16 May 2016 20:15:00 +0000

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

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Sun Life advisors will soon have access to expanded investment offerings

noelja — Wed, 27 May 2015 15:50:00 +0000

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

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Great-West Life, Qtrade forge alliance

Alan — Wed, 18 Jun 2014 20:50:00 +0000

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

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CUA, Qtrade form wealth management artnership

Alan — Mon, 12 May 2014 13:25:00 +0000

Credit union will deliver investment services via Qtrade

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Credit unions: Managing wealth

Alan — Fri, 24 May 2013 17:00:00 +0000

Staking claims to be provider of choice to CUs

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