Expanded wealth management services are available through a new partnership between three credit unions including East Kootenay Community, Grand Forks, and Nelson and District (Rossland).
In a marketing agreement with Kootenay Savings, the new company will share the already established and highly successful MoneyWorks name and brand.
Delivering financial planning services with a professional and down-to-earth approach, the new company currently employs nine qualified experts in communities including Rossland.
“We each have capable wealth management personnel in our communities and we were looking for a way to share that expertise on a broader scale,” said Doug Stoddart, CEO of NDCU.
“Combining our industry knowledge means an enhanced level of service for our credit union members and all regional residents. It’s why we’ve introduced MoneyWorks NDCU.”
The new wealth management company offers financial solutions from Qtrade Financial Group through Qtrade Asset Management and Qtrade Advisor.
Qtrade Financial Group provides comprehensive brokerage and wealth management platforms, services and solutions to the retail public as well as the customers of hundreds of financial institutions across Canada.
- For more information, visit www.qtrade.ca.