August 17, 2017 1:39 PM ET

Capital Markets

Company Overview of Qtrade Financial Group

Company Overview

Qtrade Financial Group, through its subsidiaries, provides wealth management services and solutions to retail public and financial institutions in Canada. It offers online brokerage, advisory, and mutual fund advisory services; managed portfolio solutions; and browser based brokerage and platform solutions. The company also provides mutual fund dealer services, portfolio programs, asset management programs, asset allocation programs, and fund profile management services. In addition, it offers investment products, such as stocks, bonds, t-bills, mutual funds, options, new issues, savings bonds, and strip coupon bonds. Further, the company provides portfolio management and individual discreti...

505 Burrard Street

One Bentall Centre

Suite 1920

Vancouver, BC V7X 1M6

Canada

Founded in 1999

Phone:

604-605-4199

Fax:

604-484-2627

Key Executives for Qtrade Financial Group

Co-Chairman of the Board and Chief Executive Officer
Vice President of Marketing & Communications
Director of Institutional Services
Compensation as of Fiscal Year 2017.

Qtrade Financial Group Key Developments

Qtrade Financial Group Appoints William Packham as CEO

The Board of Directors of Qtrade Financial Group has appointed William (Bill) Packham as CEO. Bill has been Interim CEO of Qtrade since January 2015. He will continue as Co-Chair of Qtrade's Board of Directors, a role he has held since April 2013, when Qtrade became a Desjardins Group affiliate. Bill joined Desjardins Group in March 2012. He previously served as President, CEO and/or Chairman as well as a Director of Rockwater Capital Corporation, Merrill Lynch Canada, Midland Walwyn Capital, Blackmont Capital and Financial Concept Group. In addition to his CEO and Board Co-Chair roles at Qtrade Financial Group, Bill will continue as Executive Managing Director, Wealth Management and Life and Health Insurance, Desjardins Group, responsible for pan-Canadian business development.

Bulkley Valley Credit Union Selects Qtrade Financial Group as its New Partner for Comprehensive Wealth Management Services

Bulkley Valley Credit Union announced that it has selected Qtrade Financial Group as its new partner for comprehensive wealth management services. Through this partnership, Bulkley Valley Credit Union and its subsidiary Bulkley Valley Financial Services Ltd. will deliver investment services based on Qtrade's full-service brokerage platform, and will continue to serve self-managed investors via Qtrade's online brokerage platform.

Integris Credit Union Selects Qtrade Financial Group as its New Partner for Comprehensive Wealth Management Services

Integris Credit Union announced 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. With this new partnership, Integris members who prefer to manage some of their own investments will have access to Qtrade's online brokerage platform, Qtrade Investor, which they can use to execute their own trades.

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Recent Private Companies Transactions

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