Qtrade Investor ranks among the best in annual survey of online brokerages

VANCOUVER, B.C. — Qtrade Investor is once again ranked among the best of Canada’s online brokers in the latest annual survey by The Globe and Mail, which was published on February 8.

Qtrade Investor achieved an overall score of A-, for second place in this year’s rankings. Over the past 13 years, Qtrade Investor has continuously placed first or second in the Globe’s review, including nine number-one wins. This year marks the twentieth anniversary of the Globe`s rankings.

In his review, Personal Finance Columnist Rob Carrick describes Qtrade Investor as a “first-rate outfit.”

“Another year, another round of improvements from this online brokerage dynasty,” he said. “Standout changes include the ability to set goals for registered accounts, better tracking of dividend income and additional stock research.”

“The results of the Globe’s survey reflect our commitment to pursuing our long-standing vision to empower self-managed investors to reach their financial goals,” said Bill Packham, CEO of Aviso Wealth, the parent organization of Qtrade Investor. “We’re proud to be considered among the top tier nationwide once again. This is a very competitive industry, and we remain committed to continually enhancing our platform.”

“We’re dedicated to improving the financial well-being of Canadians,” said Catherine Wood, Senior VP and Head of Online Brokerage with Aviso Wealth. “The most recent enhancements for Qtrade Investor are focused on engagement and improving the experience by reducing friction and allowing clients to gather information as well as take action quickly and easily. And we’ve been encouraged by the positive reaction from our clients.”

Among recent enhancements were research resources and goal setting tools that help investors make informed decisions. Other improvements include:

• Addition of premium research from Desjardins
• S. dollar eTransfer
• Goal setting for registered accounts
• Income View displays recent and future income events
• Online in-kind stock transfer to RSPs and TFSAs
• User-friendly “Guide me” mini tutorials to show clients how to navigate the site and carry out key functions

This industry recognition in the latest Globe survey follows wins for Qtrade Investor from Surviscor (Best overall online brokerage; Winner, Service-Level Assessment Review) and MoneySense (Best overall—Top online brokerage).

For further information, please contact:

Sean Kelly
Senior Communications Manager
Aviso Wealth
778.328.7583
media@qtrade.ca

Caution concerning forward-looking statements

Certain statements made in this press release may be forward-looking. By their very nature, forward-looking statements involve assumptions, uncertainties and inherent risks, both general and specific. It is therefore possible that, due to a number of factors, the predictions, projections or other forward-looking statements as well as objectives and priorities of the parties may not materialize or may prove to be inaccurate and that actual results differ materially. Various factors beyond the control of the parties could influence the accuracy of the forward-looking statements in this press release. Although the parties believe that the expectations expressed in these forward-looking statements are reasonable, it can give no assurance or guarantee that these expectations will prove to be correct. The parties caution readers against placing undue reliance on forward-looking statements when making decisions. None of the parties undertakes to update any written or verbal forward-looking statements that could be made from time to time by or on behalf of the parties, except as required under applicable securities laws.