Vancouver, BC and Toronto, ON, March 23, 2021— CBIA/Lawyers Financial is entering a business relationship with Qtrade® Investor, a subsidiary of Aviso Wealth Inc. The partnership will enable CBIA/Lawyers Financial to provide options for their clients to self-manage their investments, using Canada’s #1 online brokerage. This will broaden their advisors’ tool-kit to address all client scenarios, regardless of advice preference, and will enhance both the client and advisor experience.
“Sometimes the best paths aren’t paved. Qtrade Investor is a DIY investment platform for investors who prefer to blaze their own trail,” says Michael Holmes, Vice President Distribution and Wealth Management at Lawyers Financial. “Qtrade provides excellent customer service, with a clear focus on building investor confidence. And with their low fees, it’s a great match for our clients. As a not-for-profit, Lawyers Financial is committed to sponsoring the best products at the best prices and Qtrade Investor checks all the boxes.”
“We are delighted to be working with CBIA/Lawyers Financial,” said Christine Zalzal, Senior Vice-President, Head of Qtrade Investor and VirtualWealth®. “Qtrade Investor has a long history of award-winning service and innovation, and over 200 active partner relationships. In choosing our platform, Lawyers Financial is placing well-founded confidence in our commitment to improving the user experience, and providing helpful tools and resources for self-directed investors.”
About CBIA/Lawyers Financial
Federally incorporated in 1981 as a not-for-profit organization, with roots going back to the 1950’s, CBIA’s mandate is to be the trusted provider of choice for insurance and financial products to the legal community, their families and employees in Canada. Being not-for-profit, success is measured in satisfied clients, not dollars. At all times, a 12-member Board of Directors, comprised of lawyers from across Canada, focus strategies on the best interests of the legal profession. Lawyers Financial is CBIA’s brand representing a comprehensive suite of insurance and investment solutions and advisory services. To learn more about CBIA/Lawyers Financial, visit www.lawyersfinancial.ca.
About Qtrade Investor
Qtrade Investor offers self-directed investors a robust and intuitive platform to achieve their financial goals. With over $12B in assets under administration, Qtrade Investor serves more than 100,000 direct investors and has established over 200 strategic partnerships with some of Canada’s largest financial services institutions to help them deliver industry leading digital wealth solutions to their clients. Qtrade Investor has consistently been ranked among the top online brokerages across all major rankings including The Globe and Mail, Surviscor and MoneySense. Qtrade Investor has secured more than 23 first-place wins over the past 16 years for Best Online Brokerage, and other first-place awards for customer service experience.
Qtrade Investor is a division of Credential Qtrade Securities Inc., a wholly owned subsidiary of Aviso Wealth Inc.
Visit qtrade.ca for more information.
About Aviso Wealth
Aviso Wealth is a national, integrated financial services company with approximately $92 billion in assets under administration and management. Aviso is owned by the Credit Union Centrals, The Co-operators / CUMIS and Desjardins. Aviso’s MFDA-regulated dealers, full-service IIROC-regulated dealer, and insurance agencies support thousands of financial advisors at hundreds of credit unions across Canada. Aviso’s asset manager, NEI Investments, is a Canadian leader in Responsible Investment funds and portfolios – available through a national network of advisors. The company’s award-winning online brokerage, Qtrade Investor, and its automated investing platform, VirtualWealth, give Canadians flexible choices for building wealth. Through Aviso Correspondent Partners, the company also provides custodial services and carrying broker services to independent financial organizations – including 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.
Visit aviso.ca for more information.
® Qtrade is a registered trademark of Aviso Wealth Inc.
™ Aviso Wealth is a trademark of Aviso Wealth Inc.