Buduchnist Credit Union selects Qtrade Financial Group as new partner for
Wealth Management
TORONTO, Sept. 3 /CNW/ - Management from Buduchnist Credit Union and its Wealth Management division BCU Wealth Management announced today that they have selected the Qtrade Financial Group as their new partner for comprehensive wealth management services, including investment dealer, mutual fund dealer and online brokerage services.
"After a thorough due diligence process and deliberation, BCU Wealth Management is excited to be moving forward with this new relationship", said Wealth Manager, Max Trojan. "We are excited about this partnership and the enhanced service and benefits it will mean to our clients - enhancing our ability to offer customized investment solutions and integrated wealth plans that meet the diverse financial needs of the individuals, families, and businesses we serve."
"Our partnership with Qtrade will provide clients access to some of the best wealth management services available in the country including a portfolio of investment solutions including mutual fund dealer services, full service brokerage, online brokerage and discretionary money management" mentioned Trojan.
Joel Bernard, Vice President, Business Development of the Qtrade Financial Group, stated "Buduchnist Credit Union is an organization which has a strong history of innovation, ensuring that their members and clients always receive the very best and BCU Wealth Management has a reputation for providing outstanding service. Accordingly, we are extremely pleased that they have selected us as a partner and look forward to enhancing their wealth management offering for years to come."
Wealth Manager Max Trojan noted that Buduchnist Credit Union has communicated directly with its clients regarding their move to Qtrade, however, clients who have questions are encouraged to contact their local BCU Wealth Management Professional.
About BCU Wealth Management
BCU Wealth Management, established as a division of Buduchnist Credit Union in 2002, is based in Toronto. The professionals at BCU Wealth Management offer customized investment solutions and integrated wealth plans that meet the diverse financial needs of individuals, families, and businesses.
Buduchnist Credit Union, is a full service financial institution serving over 20,000 members through nine retail branch locations in Toronto, Mississauga, Vaughan, Scarborough, Ottawa and Hamilton. With its head office located in Toronto, it ranks thirteenth in size among credit unions in Ontario, with assets of over $500 million.
About the Qtrade Financial Group
Founded in 1999, the Qtrade Financial Group provides comprehensive wealth management services and solutions to 180 financial institutions and their customers across Canada. Qtrade is 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, full-service mutual fund dealer services, insurance dealer services, portfolio management and discretionary money management services and proprietary managed money solutions. For more information visit www.qtrade.ca.
For further information:
BCU Wealth Management Max Trojan Wealth Manager 416-763-7000 [email protected] |
or |
Qtrade Financial Group Pamela Patton Vice President, Marketing & Partner Relations 604.678.6962 [email protected] |
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