Partnership will offer MGA services to six credit unions in British Columbia
If approved, the merger of United Communities and Libro Financia would bring together $3 billion in AUA
Assets, savings and loans record solid gains
Staking claims to be provider of choice to CUs
Expansion of services to portfolio managers called a natural extension of Credential’s business
Robert Paterson to become Alterna president and CEO in May
B.C. credit union to gain access to Qtrade’s dealer and back office support
Deposits up 8% to $15 billion
Current wealth management agreement will continue until 2019
Re-designed websites for credit union, wealth management and insurance services