INSTITUTIONAL SERVICES

Qtrade Investor offers a complete, non-competitive institutional brokerage service, with the independence and flexibility the major banks lack. We provide investment counsellors and portfolio managers with access to an outstanding mix of products and services, all at the most competitive rates available. Some of the many advantages we provide to our institutional clients include:

  • Access to a sophisticated portfolio management system fully integrated with our back-office
  • Access to a dedicated account manager
  • Access to a full range of account types, services and information
  • Ability to bulk trade and allocate across accounts
  • Ability to facilitate third party arrangements
  • Collection of management fees
  • Duplicate statements and confirmations
  • Comprehensive reporting
  • Significant experience with both integrations and conversions
  • Flexibility to meet specific business needs

To learn more about our Institutional Services, please email us at institutionalservices@qtrade.ca or call our Manager of Institutional Services, Jean Paul Matias, at (604) 605-4163.