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Qtrade Financial Group

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Qtrade Financial Group

Overview:

Since 1999, Qtrade Financial Group has provided wealth management services to the retail public as well as the customers of hundreds of financial institutions including credit unions, banks, trust companies and financial planning companies across Canada. Qtrade operates through the following subsidiaries:

Qtrade Securities is a registered investment dealer and a member of the Investment Industry Regulatory Organization of Canada ("IIROC") and the Canadian Investor Protection Fund ("CIPF"). Qtrade Securities has three operating divisions:

Qtrade Investor is Canada's leading online brokerage. Click here for more details.

Qtrade Advisor provides full-service brokerage solutions through our financial institution partners across Canada.

Qtrade Institutional Services provides customized brokerage, custodial and platform solutions to Portfolio Managers across Canada.

Qtrade Asset Management provides full-service mutual fund dealer services through our financial institution partners across Canada. Qtrade Asset Management is a member of the Mutual Fund Dealers Association of Canada ("MFDA") and the Investor Protection Corporation ("IPC").

Qtrade Insurance Solutions Inc. is an insurance distributor offering comprehensive insurance solutions through leading insurance carriers for life insurance, living benefits, annuities and segregated funds to the customers of our financial institution partners across Canada.

OceanRock Investments Inc. provides managed portfolio, mutual fund, discretionary money management and institutional services and solutions to the retail public as well as the customers of our financial institution partners across Canada. OceanRock Investments is a registered Portfolio Manager and has the following four operating divisions:

OceanRock Mutual Funds is comprised of traditionally managed individual OceanRock funds and diversified OceanRock portfolios.

Meritas SRI Funds focus exclusively on socially responsible investment mandates. As a leading provider of SRI investment solutions, clients can choose from the individual Meritas funds or opt for diversified Meritas portfolios.

OceanRock Discretionary Services provides portfolio management and individual discretionary money management services to institutions and high-net worth clients across Canada.

OceanRock Institutional Services provides, in partnership with Qtrade Securities, infrastructure support and administrative management consulting for Portfolio Managers across Canada.

Qtrade Financial Group is committed to offering comprehensive, market leading wealth management solutions to both the retail public as well as our financial institution partners across Canada. We are here to help you take charge of your financial future.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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