Oshawa Community Credit Union selects a new partner for Wealth Management

OSHAWA, ON, Feb. 1 /CNW/ - Oshawa Community Credit Union 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 insurance services.

"After a thorough due diligence process we are very pleased to move forward with this wealth management partnership", states Oshawa Community Credit Union Limited CEO Lori Gaudette. "By partnering with Qtrade, we look forward to being able to provide customized wealth management solutions in order to help our members reach their financial goals."

"Our expanded partnership with Qtrade will also provide members access to a more diverse portfolio of investments, including securities" mentioned Gaudette. "Based on input from my credit union peers and the service we have received to date from Qtrade, we are confident that our members will be able to take advantage of some of the best wealth management services in the country."

Joel Bernard, Vice President, Business Development of the Qtrade Financial Group, stated "Oshawa Community Credit Union has always been committed to providing superior products and services to their members in the communities they serve. We are pleased that they have selected us as a partner and look forward to enhancing their wealth management offering for years to come."

Gaudette mentioned that Oshawa Community Credit Union has communicated directly with its members regarding their move to Qtrade, however members who have questions are encouraged to contact their Oshawa Community branch representative.

About Oshawa Community Credit Union

For over 70 years, Oshawa Community Credit Union (OCCU) has focused on offering financial services to its community. OCCU, located at 214 King Street East, now serves over 4,500 members/owners living and working in the Durham Region. Membership currently consists of people who work with the City of Oshawa, the Region of Durham, Lakeridge Health, as well as many other companies. OCCU is extremely proud to have distributed over $1 million to their members from profits earned over the past three years. Membership is open to everyone.

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 marketing-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.

SOURCE Qtrade Financial Group

For further information: For further information: Oshawa Community Credit Union, Lori A. Gaudette, CEO, ACUIC (Hon.)/FCUIC, Oshawa, Ontario, L1H 1C7, Phone: (905) 576-4200 ext 22, lorig@oshawacu.com or Qtrade Financial Group, Pamela Patton, Director, Marketing & Partner Relations, (604) 678-6962, ppatton@qtrade.ca


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