Bulkley Valley Credit Union forms wealth management partnership with Qtrade Financial Group

SMITHERS, BC and VANCOUVER, BC, May 30, 2016 /CNW/ - Bulkley Valley Credit Union announced today that it has selected Qtrade Financial Group as its new partner for comprehensive wealth management services.

Through this partnership, Bulkley Valley Credit Union and its subsidiary Bulkley Valley Financial Services Ltd. will deliver investment services based on Qtrade's full-service brokerage platform, and will continue to serve self-managed investors via Qtrade's online brokerage platform.

"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," said Bulkley Valley Credit Union CEO Dave Stene. "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."

"We are excited that after thoroughly reviewing its options, Bulkley Valley Credit Union has placed their trust in us for this partnership," said Bill Packham, CEO, Qtrade Financial Group. "Our focus will be on supporting their advisors to deliver a broader wealth management offering that will foster deeper relationships with members. We look forward to working with Bulkley Valley Credit Union to accelerate their growth and to help their members achieve their long-term financial goals."

As part of this partnership, Bulkley Valley Credit Union will continue to offer Qtrade Investor for members who prefer to manage some of their own investments online. A leading online brokerage, Qtrade Investor has been ranked first or second in The Globe and Mail's annual online brokerage review for a decade, is a multiple winner of Morningstar's award for best discount brokerage, and in May 2016 was named Best overall Independent brokerage by MoneySense.

About Bulkley Valley Credit Union

For 75 years, Bulkley Valley Credit Union has been building a full-service cooperative financial institution that over 15,000 members from Burns Lake to the Hazeltons' have grown to rely on. "People helping people" is how we began and we strive to remain people-orientated, not only with our financial services, wealth management and general insurance services but also through direct involvement with the local communities we serve. Our vision statement is "Supporting you locally wherever YOU are" to reflect the continued enhancement of our remote delivery channels. For more information, visit www.bvcu.com.

About Qtrade Financial Group

Qtrade Financial Group is a national, award-winning, integrated financial services company, with close to $12 billion in assets. Qtrade Financial Group provides full-service and online brokerage services to individual investors, as well as wealth and investment management platforms and services, custodial services, introducing broker services, and insurance solutions to a national base of financial institution partners including credit unions, banks, trust companies, insurance companies, investment dealers, portfolio managers and financial planning firms.

SOURCE Qtrade Financial Group

For further information: Bulkley Valley Credit Union, Dave Stene, CEO, 250.847.3255, dstene@bvcu.com; Qtrade Financial Group, Sean Kelly, Senior Communications Specialist, 778.328.7583, media@qtrade.ca

Organization Profile

Qtrade Financial Group

More on this organization

Custom Packages

Browse our custom packages or build your own to meet your unique communications needs.

Start today.

CNW Membership

Fill out a CNW membership form or contact us at 1 (877) 269-7890

Learn about CNW services

Request more information about CNW products and services or call us at 1 (877) 269-7890