Qtrade
Frank Tefft, BA, PFP, RIS, is a seasoned financial services professional with extensive experience in banking and investment sectors. Currently serving as a Senior Personal Banking Advisor at Alterna Savings since October 2014, Frank provides comprehensive financial advice across various areas including commercial, investment, and home financing. Alongside this role, Frank has been a Mutual Funds Representative at Aviso Wealth since October 2014. Previously, a notable tenure of 13 years at BMO Financial Group involved positions such as Senior Financial Services Manager and Investment Funds Specialist, where Frank developed expertise in home financing and small business lending. Frank's career began at Mackenzie Investments, where attention to detail led to the establishment of the Account Resolution Team. Educational achievements include a Bachelor of Arts from Trent University and multiple financial planning certifications from the Canadian Securities Institute and the Investment Funds Institute of Canada.
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Qtrade
With more than 20 years’ experience, Qtrade operates direct to consumer and through over 200 strategic partnerships with some of Canada’s largest financial services institutions. Qtrade believes that Canadian do-it-yourself investors should have confidence in their financial decisions, confidence in the tools we provide to help them make those decisions and confidence in the support we offer. Backed by strength — Qtrade is owned by Aviso Wealth, one of Canada's largest independent wealth management firms, with approximately $95 billion in assets under administration and management, and 285 financial institution partners serving 540,000 individual clients. Qtrade and Qtrade Direct Investing are trade names and/or trademarks of Aviso Wealth Inc. and its subsidiaries. Qtrade Guided Portfolios is a trade name of Credential Qtrade Securities Inc. Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Visit qtrade.ca or guidedportfolios.qtrade.ca for more information.