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Text Content

About
About Q WealthOur TeamOUR PARTNERSPartnership
COMPARING QTechnology
How it works
Service ExperienceNBIN
InvestmentsArticlesCareers
CONTACT US




Q WEALTH
PARTNERS
WHERE MONEY
MEETS MEANING

Start Your Journey



ABOUT Q WEALTH PARTNERS

Enabled by the efficiencies of our core services, investment, and technology
platform, our Partner wealth advisors spend their time differently – instead of
spending the bulk of their days in the proverbial weeds, they spend it providing
high levels of service to clients across the entire wealth and life management
spectrum.
There is so much more to what we offer than just investments and financial
products.
Learn More About Q Wealth
Watch Our Video


STRONGER
TOGETHER

Our Partners have a great deal in common. One shared experience has been
reaching a point in their careers where they sought greater independence to
serve clients better, and found even more at Q Wealth. They discovered the
freedom of independence, combined with the extraordinary benefits of
collaboration within a network of like-minded professionals.
Learn More About Our Partnership


COMPARING Q WEALTH

What is a Portfolio Management Firm?

Most Canadians – including many financial advisors – are unaware of what a
Portfolio Management (PM) firm is. This corner of the industry is populated by
fiercely independent boutique companies that are generally small and
owner-operated, registered and regulated directly by the Canadian Securities
Administrators as opposed to IIROC (Investment Industry Regulatory Organization
of Canada) or MFDA (Mutual Fund Dealer’s Association) who collectively regulate
the “retail” broker/dealer space. While there are some IIROC advisors registered
as Portfolio Managers, PM firms accept comparatively fewer clients, and may
offer access to categories of investment, and/or more sophisticated investment
strategies than brokerage firms permit. PMs typically have larger investment
minimums (1 or even 3 million dollar minimums are not uncommon), and often cater
to institutional investors such as small pension and endowment funds, charities,
family offices and ultra-high-net-worth individuals.

Because of the boutique nature of PM firms, very few of them are large in terms
of scale and size. In fact, the leading custodian in Canada reports that only 10
out of the 310+ PM firms it supports manage in excess of 3 billion dollars of
client assets. As one of the few large PM firms in Canada, Q Wealth Partners’
innovative business model has built bridges for both IIROC and MFDA advisors to
work with us, and become Partners in the firm. This offers our Partners and
their clients materially all the benefits of starting a boutique PM firm,
without the risk, complexity, cost, and distraction of a start-up, combined with
the strength, stability and scale of a PM firm with 18 years of history, over
200 head office and partner staff coast to coast, and managing assets in excess
of 3.9 billion dollars.

Learn More
The Fiduciary Duty at Q Wealth

The terms financial advisor and financial planner have been largely unregulated
in Canada. Despite recent proposals to impose standards, it is still challenging
for consumers to understand the qualifications of the person sitting across from
them. In contrast, registration as a Portfolio Manager (known as an Advising
Representative) requires the highest level of professional education and
experience in the industry. Portfolio Managers are the only type of advisor in
Canada to uphold a fiduciary standard. A fiduciary must act in the best interest
of their clients at all times, presenting the best solutions to meet their
client’s needs, at the best possible cost, in a transparent manner – either
avoiding or fully disclosing any conflicts of interest.

Learn More
How Does Q Wealth Compare to Other Types of Wealth Management Firms?

There are many different types of firms that hold themselves out to provide
wealth advice. In order to provide investment advice in Canada, a firm must
actually be registered in some capacity, as do individual advisors. Some firms
focus in on investments only, others offer investments or insurance and casually
provide other services. Some focus mostly on financial planning, but have
unsophisticated investment offerings, or make referrals to Portfolio Managers,
but inflate the costs to clients in so doing. Q Wealth Partners’ mission is to
provide a truly comprehensive set of services, delivered with a high level of
expertise, at a truly competitive cost. All guided by the shared platforms,
technologies, and collective experience of the Q Wealth Partnership and its
members.

Learn More
Contact Us


CONNECTING
MONEY TO LIFE

THE CLIENT EXPERIENCE @ Q WEALTH

While Q Wealth's unique mix of platform services and innovative technologies
give advisors back a great deal of time, the real difference maker is how they
are able to spend it. In concert with our ecosystem of purpose built digital
apps, our Q Wealth Partners delight clients - guiding them on a journey of
discovery, understanding, and seamlessly converting insights into action. The Q
Wealth experience means engaging with your advisor in a whole new way.
Experience the Difference



PUTTING IT ALL TOGETHER

HOW YOUR ADVISOR AND Q WEALTH DELIVER YOUR SERVICE EXPERIENCE

When you walk into a bank branch, it’s pretty simple. The advisor sitting across
the desk works for the bank, and if you invest with them, everything comes on
the bank letterhead. At Q Wealth, there’s a bit more to it, and that’s a good
thing.
How it Works

Your Wealth Advisor


Ultimately, your most important relationship is with your trusted advisor who is
responsible for putting together your financial plan, and helping you navigate
all aspects of managing wealth and life transitions. There’s much more to it
than just investments, and so the ultimate barometer of how you’re doing will
always be your financial plan – think of this as the highest form of reporting
we provide – it’s the answer to the all-important question: “Am I ok?”, and it’s
always being updated because your life never stands still.

Your PARTNER FIRM


Our Partner firms collectively own Q Wealth (where we provide investment
management). Each of our Partners operates under their own brand identity to
deliver a unique service experience, and comprehensive wealth management layered
on top of investment management – which is everything beyond securities. Your
advisory team typically includes a multi-disciplinary group including Certified
Financial Planning professionals, investment professionals registered under
Q Wealth, or both. Think of your Advisor’s firm as your personal “family
office”.

QUINTESSENCE WEALTH


In all cases, individuals who provide investment advice are registered to do so
under Q Wealth, so you may see them affiliated with both the Q Wealth
Partnership and their Partner firm. As a registered Portfolio Manager and
Investment Fund Manager, Q Wealth replaces the operational functions advisors
must typically affiliate with an investment dealer to provide, but we also
“vertically integrate” the investment management function – which usually
reduces external costs that are often hidden from investors. Clients receive a
detailed chart explaining who provides each function when they onboard to help
keep it clear.

Custodian


Q Wealth maintains service agreements with custodians such as National Bank’s
Independent Network (NBIN). The custodian is where your accounts sit, protected
by their large scale, and the Canadian Investor Protection Fund. Read on for
more details about our relationship with custodians, and how they benefit our
clients.


OUR CUSTODIAN:
NBIN

NATIONAL BANK INDEPENDENT NETWORK IS THE CUSTODIAN FOR ALL Q WEALTH ACCOUNTS.

What is a Custodian?



SOPHISTICATED
INVESTMENT SOLUTIONS

Q Wealth employs similar investment techniques and solutions used by some of the
world’s most sophisticated pensions funds and institutions to help shape
outcomes for our clients.
Our Investment Process


READY TO START YOUR JOURNEY?
LET US TAKE YOU TO WHERE
MONEY MEETS MEANING

I am an AdvisorI am an Investor

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Quintessence Wealth is registered as a Portfolio Manager in Alberta, British
Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia,
Ontario, Prince Edward Island, Quebec, and Saskatchewan, an Investment Fund
Manager in Newfoundland and Labrador, Ontario, and Quebec, and an Exempt Market
Dealer in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and
Labrador, Nova Scotia, Ontario, Quebec, and Saskatchewan. The Ontario Securities
Commission (OSC) is the principal regulator for Quintessence Wealth.

The information contained in this website comes from sources we believe to be
reliable, but we cannot guarantee its accuracy or reliability. The opinions
expressed are based on an analysis and interpretation dating from the date of
publication and are subject to change without notice. Furthermore, they do not
constitute an offer or solicitation to buy or sell any of the securities
mentioned. The information contained herein may not apply to all types of
investors.

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