Qtrade
Luke Callow, CFP, is a Financial Planner with extensive experience in the financial services industry. Luke has worked in various roles at companies such as RBC, Qtrade Financial Group, Alterna Savings, and BMO Financial Group. Luke holds a CFP designation from the Financial Planning Standards Council and completed their undergraduate degree in Business, Management, Marketing, and Related Support Services from Algonquin College of Applied Arts and Technology. Luke also holds FP I & FP II qualifications from the Canadian Securities Institute.
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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.