Credit Union Atlantic and Qtrade Financial Group form wealth management partnership
Full-service and online brokerage platform to launch in fall 2014
VANCOUVER, B.C., May 12, 2014 — Credit Union Atlantic announced today that it has selected Qtrade Financial Group as its new partner for comprehensive wealth management services.
Through this partnership, Credit Union Atlantic (CUA) and its subsidiary CUA Wealth Management Services will deliver investment services via Qtrade's full service brokerage and online brokerage platforms.
"Providing our members with a comprehensive suite of investment services and solutions is a priority," said Marie Mullally, President and CEO of Credit Union Atlantic. "As we expand our wealth management capabilities, it is essential to select a partner with a proven track record for facilitating credit union success in the area of wealth management and for providing outstanding partner service and support. After a rigorous due diligence process, we chose to partner with Qtrade."
"We are excited to establish this partnership and proud that Credit Union Atlantic has placed their trust in us," said Scott Gibner, CEO, Qtrade Financial Group. "Our focus will be on delivering improvements and efficiencies, along with our outstanding focus on customer service, to help CUA grow its wealth management offering. We very much look forward to working with them."
About Credit Union Atlantic
Credit Union Atlantic serves over 18,000 members and is one of the largest credit unions in Atlantic Canada. For more information, visit: www.cua.com.
About Qtrade Financial Group
Qtrade Securities Inc. and Qtrade Investor are part of Qtrade Financial Group. Qtrade provides comprehensive brokerage and wealth management platforms, services and solutions to the retail public as well as the customers of hundreds of financial institutions across Canada. Since 1999, Qtrade has been dedicated to providing its financial institution partners with a single source for market-leading wealth management products and services including: online, full-service and institutional brokerage services, mutual fund dealer services, insurance dealer services, portfolio management, discretionary money management services and proprietary managed money solutions. For more information, visit www.qtrade.ca.
For further information, please contact:
Credit Union Atlantic
Kristen De Palma
Manager — Marketing Communications and CSR