Canada-based Bulkley Valley Credit Union has formed wealth management partnership with Qtrade Financial Group to offer investment services.
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Under the partnership, Bulkley Valley Credit Union and its subsidiary Bulkley Valley Financial Services will provide investment services based on Qtrade’s full-service brokerage platform. They will also continue to serve self-managed investors through Qtrade’s online brokerage platform.
Bulkley Valley Credit Union will continue to offer Qtrade Investor for members who prefer to manage their investments online as part of the collaboration.
Bulkley Valley Credit Union CEO Dave Stene said: "We are pleased to partner with Qtrade to support our ability to provide our members with exceptional financial advice and the best available investment solutions.
"Qtrade offers industry-leading technology and expertise, and shares our everyday commitment to providing the highest personal member and client service. We are confident that by expanding this relationship, we can build on our success, and grow our wealth management business more quickly."
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By GlobalDataQtrade Financial Group CEO Bill Packham said: "Our focus will be on supporting their advisors to deliver a broader wealth management offering that will foster deeper relationships with members."
