Mr. Matt Colpitts reports
CANADIAN WESTERN TRUST APPOINTED AS TRUSTEE FOR CREDENTIAL QTRADE SECURITIES
Canadian Western Bank's Canadian Western Trust has 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, the company'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 advisers and corporations in Canada," added Bill Packham, president and chief executive officer 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, Sept. 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 Canadian Western Bank
The bank is a diversified financial services organization serving businesses and individuals across Canada. Operating from its headquarters in Edmonton, Alta., its 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.
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