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Since 1999, the Qtrade Financial Group has
provided wealth management services to the retail public as well as the customers of over 180
financial institutions including credit unions, banks, trust companies and financial planning
companies across Canada. Today, we administer approximately $4.5 billion of investment assets through
the following operating subsidiaries:
Qtrade Investor. Qtrade Investor is Canada's
leading independent online brokerage, providing online brokerage solutions to the retail public as
well as the customers of our financial institution partners across Canada. Headquartered in Vancouver,
British Columbia, Qtrade Investor is the online brokerage division of Qtrade Securities Inc., a
member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund
("CIPF"). CIPF coverage protects the holdings in customer accounts of its members up to $1,000,000
per qualifying account.
Qtrade Advisor. Qtrade Advisor provides
full-service brokerage solutions to the retail public as well the customers of our financial institution
partners across Canada. Our Investment Advisors have the expertise, tools and top-ranked research to
create a wealth management strategy that is customized for you, based on your specific goals and
financial situation. Headquartered in Vancouver, British Columbia, Qtrade Advisor is the full service
brokerage division of Qtrade Securities Inc., a member of the Investment Industry Regulatory Organization of Canada
and the Canadian Investor Protection Fund ("CIPF"). CIPF coverage protects the holdings in customer
accounts of its members up to $1,000,000 per qualifying account.
Qtrade Securities Inc. Qtrade Securities Inc. is a
registered securities dealer and a member of the Investment Industry Regulatory Organization of Canada and the
Canadian Investor Protection Fund ("CIPF").
Qtrade Asset Management Inc. Qtrade Asset Management Inc.
provides full-service mutual fund dealer services to the customers of our financial institution partners
across Canada. Headquartered in Vancouver, British Columbia, Qtrade Asset Management is a member of the
Mutual Fund Dealers Association of Canada and the Investor Protection Corporation ("IPC"). IPC coverage
protects the holdings in customer accounts of its members up to $1,000,000 per qualifying account.
Qtrade Insurance Solutions Inc. Qtrade Insurance Solutions
is an insurance distributor offering comprehensive insurance solutions through leading insurance carriers
for life insurance, living benefits, annuities and segregated funds to the public and clients of our
financial institution partners.
Qtrade Fund Management Inc. Qtrade Fund Management Inc. provides managed portfolio and mutual fund solutions to the retail public as well as the customers of our financial institution partners across Canada.
Qtrade Funds are professionally managed mutual fund solutions that cover a diversified selection of mandates across various regions, asset classes and industries.
Meritas Funds are professionally managed mutual fund solutions devoted solely to socially responsible investing. Meritas helps investors align their investments with their social, ethical and environmental concerns.
Qtrade Institutional Services. Qtrade Institutional Services provides comprehensive brokerage and platform solutions to a variety of institutional clients including corporations, Investment Counselors and Portfolio Managers - with full support of pooled funds, institutional corporate and DAP accounts and IIROC custodial accounts.
OceanRock Capital Partners Inc. OceanRock Capital Partners is a registered investment counselor/portfolio manager providing portfolio management and individual discretionary money management services to institutions and high-net worth clients across Canada.
The Qtrade Financial Group is committed to offering comprehensive, market leading wealth management
solutions to both the retail public as well as our financial institution partners across Canada. We are
here to help you take charge of your financial future.
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