VANCOUVER, September 4, 2018 – Canadian Western Trust (CWT) is pleased to have been appointed as registered plans trustee for Credential Qtrade Securities, a subsidiary of Aviso Wealth.
“We’re very excited to add Credential Qtrade Securities, a significant independent financial services provider with national scope, to our growing list of registered plan trustee clients,” said Matt Colpitts, CWT’s General Manager and Vice President. “It’s an excellent opportunity for us to continue to build on the strong relationship we’ve enjoyed with Qtrade for nearly two decades, prior to the recent merger of that company, Credential and NEI Investments, to create Aviso Wealth.”
"CWT is a recognized leader in trust services for financial advisors and corporations in Canada," added Bill Packham, President and CEO of Aviso Wealth. "CWT is the right partner to support our evolving business, and we believe our clients will greatly benefit from their experience and expertise, and their commitment to delivering exceptional service.”
Credential Qtrade Securities’ clients have been notified of the appointment which became effective on Saturday, September 1, 2018.
About Canadian Western Trust Canadian Western Trust, a wholly owned subsidiary of Canadian Western Bank and a member of the CWB Financial Group, provides personalized trustee and custodial solutions for mid-sized pension plans, brokerage firms, investment managers, endowments, individual mortgage investors and other investment pools.
About CWB Financial Group CWB is a diversified financial services organization serving businesses and individuals across Canada. Operating from its headquarters in Edmonton, Alberta, CWB’s key business lines include full-service business and personal banking offered through 42 branches of Canadian Western Bank and Internet banking services provided by Motive Financial. Highly responsive specialized financing is delivered under the banners of CWB Equipment Financing, CWB National Leasing, CWB Maxium Financial, CWB Franchise Finance and CWB Optimum Mortgage. Trust Services are offered through Canadian Western Trust. Comprehensive wealth management offerings are provided through CWB Wealth Management, which includes the businesses of McLean & Partners Wealth Management and Canadian Western Financial. As a public company on the Toronto Stock Exchange (TSX), CWB trades under the symbols “CWB” (common shares), “CWB.PR.B” (Series 5 Preferred Shares) and “CWB.PR.C” (Series 7 Preferred Shares). Learn more at www.cwb.com.
About Aviso Wealth Aviso Wealth is a national, integrated financial services company, with over $59 billion in assets. Aviso is owned by credit union Centrals, CUMIS and Desjardins. Our MFDA-regulated dealer, full-service IIROC-regulated brokerage, and insurance dealer support thousands of financial advisors at hundreds of credit unions across Canada. Our award-winning online brokerage, Qtrade Investor, and our automated investing platform, VirtualWealth, give Canadians flexible choices for building their wealth. Our asset manager, NEI Investments, is a Canadian leader in Responsible Investment funds and portfolios, which are available through a national network of advisors. Aviso also provides custodial services and introducing broker services to independent financial organizations, including banks, trust companies, insurance companies, investment dealers, portfolio managers and financial planning firms. Aviso has major operations in Vancouver and Toronto, along with regional offices across Canada.