Integris forms wealth management partnership with Qtrade Financial Group
PRINCE GEORGE, BC and VANCOUVER, BC, May 16, 2016 /CNW/ – Integris Credit Union announced today that it has selected Qtrade Financial Group as its new partner for comprehensive wealth management services.
Through this partnership, Integris Credit Union and its subsidiary Integris Financial Planning Services Ltd. will deliver investment services via Qtrade’s full-service and online brokerage platforms.
“At Integris we strive to offer our members and clients a full comprehensive listing of services and solutions, including investments,” said David Bird, Integris President and CEO. “Qtrade is a partner with a proven track record for facilitating credit union success in the area of wealth management and they are known for outstanding partner service and support. We are confident that they will, in partnership with Integris, provide exceptional service to our membership.”
“We are excited that after a thorough due diligence process, Integris Credit Union has placed their trust in us for this partnership,” said Bill Packham, CEO, Qtrade Financial Group. “Our focus will be on supporting Integris and their advisors to deliver a broader wealth management offering that will provide more value and deepen relationships with members. We look forward to working with Integris to help them grow their business, and to help their members achieve their long-term financial goals.”
With this new partnership, Integris members who prefer to manage some of their own investments will have access to Qtrade’s award-winning online brokerage platform, Qtrade Investor, which they can use to execute their own trades. Qtrade Investor has been ranked first or second in The Globe and Mail‘s annual online brokerage review for a decade, is a multiple winner of Morningstar’s award for best discount brokerage, and in May 2016 was named Best overall Independent brokerage by MoneySense.
About Integris Credit Union
Integris Credit Union is a financial cooperative located in North Central BC. With $1.4 billion in assets under administration, Integris offers banking, insurance (including ICBC Autoplan), Financial Planning, and Group Benefits to over 25,000 members in the region. As a living wage employer, Integris continues to be a leader and community enriching organization.
About Qtrade Financial Group
Qtrade Financial Group is a national, award-winning, integrated financial services company, with over $11.5 billion in assets. Qtrade Financial Group provides full-service and online brokerage services to individual investors, as well as wealth and investment management platforms and services, custodial services, introducing broker services, and insurance solutions to a national base of financial institution partners including credit unions, banks, trust companies, insurance companies, investment dealers, portfolio managers and financial planning firms.
For further information, please contact:
|Qtrade Financial Group
Senior Communications Specialist
|Integris Credit Union
President & CEO