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March 20, 2023

Exposing The Myth of Multitasking

Normally, I use this blog forum to present moments of self reflection. The thought being, if I am going through this, most probably others are as well. Further, the hope being, by publicly “airing this laundry”, collectively, progress will be made. This week, I’m changing things up by publicly ‘airing a grievance’.
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March 8, 2023

What International Women’s Day Means to Q Wealth

This week we celebrate International Women’s Day where we recognize the talented women that work in our financial services industry. Women play an important role in which their unique abilities help to shape the delivery of financial services.
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March 1, 2023

Navigating Simplicity of Message When Financial Advice Has Complexity!

I was speaking with my friend Saijal Patel recently. Among her arsenal of gifts and talents lies a ‘superpower’. She has an uncanny knack for simplifying complex financial concepts. She has mastered the art of balancing accessibility for the novice, while retaining sophisticated insight for the educated. I asked her how she refined the skill.
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February 24, 2023

Q Wealth Partners Named Official Canadian Ambassadors for Future Proof 2023

Firm to host the 'Q North' lounge in California, exclusive to Canadian attendees
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February 23, 2023

Q Wealth Partners announced as Official Canadian Ambassadors for Future Proof 2023 by Advisor Circle

Q Wealth Partners, a carefully curated partnership of forward-looking Canadian wealth managers, is excited to announce a partnership with U.S. based product studio Advisor Circle, which hosts the financial industry’s most dynamic gathering, Future Proof Festival. Through this partnership, Q Wealth Partners will serve as the official Canadian ambassadors for the event.
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February 16, 2023

The Data Gathering Questionnaire: Time to Move On!

The overwhelming majority of advisor websites are invariably undistinguishable from one another, but you do get a tangible clue of the sensibilities of a given firm simply by the prioritization of the tabs and the chosen language in each section.
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January 19, 2023

Are We in The Money Business or The Happiness Business?

Spoiler Alert: Its Neither! Our need to create a new approach to Financial Planning stemmed from our belief that Goals Based Planning is fundamentally flawed.
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April 6, 2022

Bringing an Advisor's Vision to Life

When an advisor makes the decision to leave their bank or dealer, they want to ensure their vision for offering a great client experience, and how they will use their unique skill set to add value, is in alignment with their new firm’s values and platform. It’s why Q Wealth’s in-house boutique marketing team has no financial legacy employees.
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November 4, 2021

Q Wealth Adds Private Financial Group to Platform

Q Wealth Partners is bringing Private Financial Group (PFG) on board its portfolio management platform.
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November 4, 2021

Private Financial Group joins Q Wealth Partners

Private Financial Group (PFG), a Windsor, Ontario-based high-net-worth business has joined Q Wealth Partners after being voted into its Portfolio Management Partnership.
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November 4, 2021

Private Financial Group joins Q Wealth Partners to focus on HNW Windsor Business Owners

Q Wealth Partners have voted to accept Windsor, Ontario based, high net-worth, Private Financial Group (PFG), into the national Portfolio Management Partnership.
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November 2, 2021

Q Wealth Adds $180m Toronto Shop to Platform

'They were looking for a firm that would allow them to be fiduciaries,' said QWealth executive partner Clive Cholerton.
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October 14, 2021

Q Wealth Partners Expands Toronto Footprint with Flatiron Wealth Management

Q Wealth Partners and the newly created Flatiron Wealth Management announced today the continued expansion of Q Wealth into the historic Gooderham (aka Flatiron) building in downtown Toronto.
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October 5, 2021

Q Wealth Partners Lands in Atlantic Canada with SBW Wealth Management

Q Wealth Partners are continuing their country wide expansion with the addition of SBW Wealth Management.
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April 13, 2021

Q Wealth Announces Sara Hilliard as COO, Continues to Build Leading Management Team

Q Wealth Partners announces that four industry leaders have joined the firm, including one of Canada’s foremost financial industry executives.
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February 9, 2021

Q Wealth Signs Up $223 million AUM Wealth Management Firm

Q Wealth Partners has continued its expansion strategy after joining forces with OneLife Wealth Management.
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February 2, 2021

QWealth Partners with Wealth Management Firm

Precision Wealth Management has joined the QWealth Partnership, with the $280 million AUM firm representing QWealth’s initial foray onto Vancouver Island.
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January 26, 2021

A 'Truly Transformational' Portfolio Management Firm

Company believes it can be the catalyst for growth by offering technology-driven alternative to independent IIROC and MFDA dealers.
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January 12, 2021

Creating a Portfolio Without Knowing the Calories

We’re a week into the New Year. The first moment of truth of New Year’s resolutions. But rather than actual goals, let’s create a hypothetical resolution.
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December 16, 2020

Channeling Your Ideal Parent for Your Junior Advisor

I loved my time as a practicing Wealth Advisor. I became close with my clients. Almost too close, as the bulk of my clients were elderly and watching them age, and eventually pass on, was ultimately my undoing. I felt I was losing a family member with each passing, and it took a personal toll on me.
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December 9, 2020

Why Most Financial Plans Fail!

As our industry pushes further and further towards the financial plan as the linchpin of a client relationship, we challenge the idea of “Goal Setting” delivering real value. We expose the limitations of this approach and highlight the pitfalls it presents to the client/advisor relationship. Finally, we offer an alternative methodology and solutions.
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December 2, 2020

The Top 5 Myths of Behavioural Economics

I was not initially schooled in the world of economics. Or finance. Or market analysis. For the sake of my clients and partners, I’ll provide comfort by assuring them, indeed I have acquired that knowledge and training during the past 25 years working in the world of personal wealth management.
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November 10, 2020

Creating a Culture

A few years ago, I visited a very successful Wealth Management firm in Atlanta. The firm was in excess of 3 billion dollars Assets Under Management, had incredible growth rates, and were looking to enhance their client experience and technology solutions. Which explained my visit.
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October 23, 2020

The Future of Segmentation

Did you use this “Covid time” to do some much needed straightening up? The actual focus of the overhaul is immaterial. What is material, is that in your endeavour to use this ‘excess time’ in your life, you arranged things so that when you needed to access them, they were easy to find and retrieve.
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October 23, 2020

Rethinking APIs and Technology Integrations

In the Canadian landscape, widespread proliferation of APIs remains in its infancy. “Exists in imagination only”, might be closer to the truth. But truthfully, when one thinks of the herculean effort involved in reaching this “utopian state of advisor bliss”, it may very well be a Quixotic quest.
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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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