As partners, First Calgary Financial and Qtrade Financial Group provide a fully comprehensive wealth management offering that encompasses a holistic member-centric experience delivered through a network of leading financial and investment professionals. The commitment of this partnership is to combine personalized advice with award winning products and services, which include financial planning, investments, and insurance that focus on members’ needs. To achieve this, through an integrated wealth management relationship, we use a rigorous selection process for both our professionals and providers, while following a disciplined approach that puts the member first.
Recognized as one of Alberta’s Top 50 Employers, First Calgary Financial is Alberta’s second-largest credit union with over $2.5 billion in assets under administration. Since 1999, First Calgary Financial has been selected as one of Canada’s 50 Best Managed Companies – a Platinum Club member. First Calgary Financials almost 500 employees are proud to be leading, learning and living in the communities they serve.
Qtrade Financial Group is committed to offering comprehensive, market-leading wealth management solutions to both the retail public as well as the customers of over 180 financial institutions including credit unions, banks, trust companies and financial planning companies across Canada. Qtrade currently administers approximately $6 billion of investment assets through our subsidiaries - our goal is to continue to provide our clients with industry-leading tools and services to help them take charge of their financial future – less