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.

Investment Management

Qtrade

Jingyu Zhou

Jon Lee

Craig Fookes

The Finance Operations team at Qtrade is responsible for overseeing the financial processes that support the company's investment services. This includes managing accounting tasks, executing trades, and ensuring compliance with regulations. They also analyze financial data to enhance operational efficiency and provide client support to ensure a seamless investment experience for DIY investors.

Finance Operations

About

Team members

Other teams at Qtrade

Sales and Customer Support