Wealth & Finance International - February 2017

Wealth & Finance International 12 If It Ain’t Broke, Don’t Fix It Qtrade Financial Group is an award-winning, integrated Ca- nadian financial services company offering comprehensive and competitive solutions to financial institutions as well as direct to individual investors. With industry-leading solutions and technology spanning self-directed online brokerage, wealth and investment management, insurance, and custodial and introducing brokerage services, Qtrade meets the diverse needs of its partners, their members and clients across the country. As a trusted partner to more than 150 credit unions, banks, trust com- panies, insurance companies, investment dealers, portfolio managers and financial planning firms, Qtrade helps them expand their offering and open new revenue opportunities with innovative and scalable solu- tions. By partnering with Qtrade, firms can grow their customer base and deepen existing relationships. Qtrades services are backed by experienced leadership and custom- er-focused staff who offer expertise in compliance and risk manage- ment, advisor education and training, technology, product knowledge and sales processes. That experience and expertise allow partners to confidently navigate the complex and fast-changing financial, techno- logical and regulatory landscapes—so they can continue to meet the needs of their members and clients, and achieve strong, sustainable growth. Qtrade’s services include: Online Brokerage Consistently ranked as one of Canada’s top online brokerages, Qtrade Investor empowers self-managed investors with everything they need to succeed. Qtrade Investor offers a full range of account types and comprehensive investment choices, with competitive commissions and outstanding service. Clients get sophisticated research tools and resources to help them discover and evaluate investment options, all within a reliable, user-friendly, mobile-ready online experience. For financial institutions seeking to expand their value proposition, attract new clients, consolidate assets and build relationships with the growing segment of self-managed investors, Qtrade offers a robust, reliable solution from a trusted and top-ranked partner. Wealth Management Qtrade Asset Management (MFDA) and Qtplatforms and tools with expertise in compliance and risk management, education and training, technology, sales and support. Qtrade provides competitive solutions tailored to the unique requirements of our partners and backed by world-class pro- grams and support. The firm’s partnership model is designed to deepen relationships and annuitize revenue—all with a clear focus on ensuring an outstanding client and advisor experience. Asset Management Qtrade’s investment management organisation, OceanRock Investments Inc., offers a comprehensive suite of managed portfolios and individual funds sub-advised by leading investment managers from around the world. OceanRock’s family of Meritas® SRI Funds gives responsible investors a way to Do well, doing good™—enjoy competitive returns and make a positive impact on companies, communities and the environ- ment—while working with one of Canada’s fastest-growing investment management organisations. Institutional Services Qtrade Institutional Services provides firms with access to the trade ex- ecution and custodial services they need to attract and empower clients seeking to grow their business. This offering includes secure web-en- abled services that integrate into established enterprise infrastructure, access to investment vehicles and trade execution in all major asset classes, flexible fee schedules and detailed reporting packages. All services can be tailored to clients’ existing processes and are backed by the close support of our dedicated institutional specialists. Correspondent Services Qtrade Correspondent Services offers carrying broker services to intro- ducing brokers with award-winning solutions customised and white-la- belled for their firm’s brand. With Qtrade, clients enjoy the flexibility to manage their business independently while providing products and services to deepen their relationships, all with the dedicated guidance and back-office support of our team of specialists. Insurance Qtrade Insurance Solutions offers access to competitive products from leading insurance providers, allowing clients to grow their business by offering life insurance, living benefits, segregated funds, annuity products, group benefits, and group retirement services. It also provides advisor training and technology including online contracting, advanced case management, marketing material, centralised commissions and reporting, and outstanding client support. Qtrade Financial Group is backed by Desjardins Group, Canada’s largest and the world’s sixth largest cooperative financial group. Company: Qtrade Financial Group Email: info@qtrade.ca Web Address: www.qtrade.ca Address: Qtrade Financial Group Suite 1920, One Bentall Centre 505 Burrard Street, Box 85 Vancouver, BC V7X 1M6 Telephone: +1 877 787 2330 Qtrade Financial Group was recently awarded Most Innovative Finance Team - Canada & Online Brokerage Firm of the Year. We take a more in-depth look at the firm and its offering. A FI160012