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January 6, 2026

2026 Outlook: Finding Opportunities in a Rapidly Changing World

After a third consecutive year of returns exceeding 15% for the S&P 500 Composite in 2025, markets enter 2026 amid a rapidly evolving global landscape. Advances in artificial intelligence are reshaping economic activity, productivity, and competitive dynamics, creating meaningful opportunities alongside new sources of risk and disruption. Against this backdrop, investors face a critical set of questions: what forces are most likely to drive markets in the year ahead, and where do the key risks reside as technological change, policy transitions, and geopolitical competition increasingly intersect?
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December 9, 2025

Market Breadth, AI Leadership, and the Next Phase of the Bull Market

Market breadth remains narrow, leadership is concentrated almost entirely in AI-linked mega-caps, and the S&P 500 Equal Weight Index continues to lag the cap-weighted S&P 500 Composite by one of the widest margins on record. This divergence underscores a key reality of the current environment: a small group of companies is doing most of the heavy lifting.
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November 12, 2025

The End of Bizarro Economics — or Is It?

When the economy slows, central banks typically respond by cutting rates or expanding their balance sheets through quantitative easing to stimulate activity. The yield curve, therefore, can be interpreted as the term structure of expected yields, showing how markets anticipate policy will evolve over time.
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October 28, 2025

Low Volatility, the Counter to Market Uncertainty

The key is having a well-constructed portfolio—one that’s thoughtfully diversified across not just asset classes but also across market factors—to ensure greater stability through different environments.
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October 21, 2025

Time, Not Timing: The Key to Long-Term Investing Success

That’s not to say people never get it right—everyone occasionally makes a good call. But doing it reliably, across decades and different market environments, is something I have never witnessed. And the data is clear: trying to time the market is a losing game compared to simply staying invested.
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October 8, 2025

The Fourth Quarter: Defending the Lead

As we head into the final quarter of 2025, markets continue to balance the tailwinds of a resilient economy and easier monetary policy with the headwinds of inflationary risk, labor market cooling, and geopolitical uncertainty. Our review of four key themes suggests that while conditions remain supportive, risks are mounting beneath the surface.
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September 22, 2025

A Tale of Two Rate Cuts

Last Wednesday, both the Bank of Canada (BoC) and the U.S. Federal Reserve (Fed) delivered the rate cuts markets had been anticipating — each lowering their policy rate by 25 basis points.While the outcome was expected, the underlying rationale, and the path forward from here, diverge sharply on each side of the border.
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September 18, 2025

Wiegers Financial & Benefits Joins Q Wealth Partners, Expanding the Independent Partnership Platform in Saskatchewan

Q Wealth Partners is proud to announce that Wiegers Financial & Benefits has joined its growing national network. Based in Saskatoon, Wiegers Financial & Benefits has been a trusted wealth advisory firm for decades, seeking to put people first, deliver holistic financial planning, and giving back to the community through significant charitable initiatives.
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September 16, 2025

Modernizing the 60/40: The Future of Portfolio Construction

The Long and Short of It Blog Series: Several weeks ago at the CSTA conference, I shared a panel with industry peers to discuss asset allocation and portfolio construction. A recurring theme was whether the traditional 60/40 balanced portfolio is still the reliable solution it once was. That conversation inspired this post.
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August 19, 2025

Yielding to Pressure: Inflation, Debt, and Political Power Plays

The Long and Short of It Blog Series: Since bottoming at just 0.1% in 2019, Japan’s 30-year bond yield recently surged above 3.0% — a dramatic shift for a country that pioneered non-conventional monetary policy.
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July 15, 2025

Q Wealth Partners Welcomes TIER Wealth to Its Growing Partnership Network

Led by Aaron Hector, President of the IAFP, and esteemed IAFP Board Member Jen Schmid, TIER Wealth joins Q Wealth Partners to elevate holistic financial planning across Canada
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July 11, 2025

Mid-Year Strategy Outlook: Crosscurrents and Consequences

The first half of 2025 has marked a subtle but meaningful shift in the investing landscape. After years of battling elevated inflation and aggressive monetary tightening, markets entered the year with cautious optimism that the worst was behind us. And to some extent, that optimism has been validated.
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July 1, 2025

Q Wealth Announces, The Canadian "Great White North" Lounge at Future Proof Festival 2025

The World’s Leading Wealth-Management Festival Welcomes Q Wealth Partners and The Canadian Lounge Back For a 4th Consecutive Year
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June 3, 2025

Q Wealth Partners Launches New Media Division with Debut of YouPotential Podcast

Q Wealth Partners is proud to announce the official launch of its new media division, anchored by its flagship podcast, YouPotential, now live on all major platforms and YouTube.
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April 3, 2025

April 3, 2025: “Liberation Day”

Yesterday, President Donald Trump unveiled his comprehensive set of “reciprocal tariffs” aimed at addressing what he and his administration describe as decades of unfair practices favouring its trading partners.
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March 7, 2025

March 7, 2025: On Again, Off Again…an Update on Tariffs

A month ago, as outlined in our February Tariff Commentary, the Trump administration had decided to delay imposing the tariffs for 30-days. Now that the month has lapsed, President Trump was again looking to reimpose the 25% tariffs on Canada and Mexico and the additional 10% on China.
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December 11, 2024

Canvas Wealth Joins Q Wealth Partners, Launches First Satellite Office in Calgary, Alberta

Q Wealth Partners proudly announces its newest and largest collaboration to date with Canvas Wealth.
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September 24, 2024

MNK Financial Services Joins as the Newest Member of the Q Wealth Partnership

Following a flurry of new Partner announcements in H1 2024, Q Wealth Partners is proud to announce the addition of MNK Financial Services to the Q Wealth Partnership.
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September 3, 2024

Q Wealth Partners Announces Strategic Leadership Additions

Q Wealth Partners is pleased to announce the appointment of Alfred Lee as Deputy Chief Investment Officer and Kathleen Wylie as Head of External Manager Research.
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July 2, 2024

Q Wealth Partners Announces Strategic Partnership with interVal

Q Wealth Partners is pleased to announce a strategic collaboration with interVal, which will add yet another fintech innovation to Q Wealth’s leading technology platform.
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May 6, 2024

Q Wealth Officially Announce the Addition of Bird’s Eye Wealth Planners to the Q Wealth Partnership

Having established offices in downtown Toronto, this latest Partner brand not only broadens Q Wealth’s alliance across Canada, but also highlights the firm’s exponential success as one of Canada’s fastest growing Portfolio Managers.
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April 22, 2024

Walker Family Financial joins as the newest member of the Q Wealth Partnership.

Q Wealth Partners is excited to welcome Walker Family Financial to its carefully curated alliance of wealth management firms.
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March 25, 2024

PWM Private Wealth Counsel joins as the newest member of the Q Wealth Partnership

Q Wealth Partners extends its National presence to Saskatchewan with the addition of a marquee advisory team in Saskatoon this month.
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March 14, 2024

Q Wealth Partners Announced as Official Canadian Ambassadors for Future Proof 2024 by Advisor Circle

Q Wealth Partners, a partnership of wealth advisors dedicated to shaping the future of private wealth, is excited to announce its continued strategic partnership with Advisor Circle for a second straight year as they prepare to host the highly anticipated Future Proof Festival 2024.
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March 11, 2024

Q Wealth Partners Announces Admission of Arca Financial Group

Quintessence Wealth is thrilled to announce the addition of Arca Financial Group to the Q Wealth Partnership.
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January 15, 2024

Q Wealth Partners Announces Exclusive Canadian Partnership with Shaping Wealth

Q Wealth Partners, one of Canada’s only co-operative Partner-led Portfolio Management firms, proudly announces a groundbreaking partnership with Shaping Wealth, led by the internationally acclaimed author and behavioral finance expert Dr. Brian Portnoy.
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November 21, 2023

Q Wealth Partners Welcomes Callan Wealth Management as New Partner Firm

Q Wealth Partners is proud to announce Callan Wealth Management has joined the Partnership. Led by Managing Partner, and Associate Portfolio Manager, Patrick Callan, the firm has a long-standing reputation for its expertise in pension planning, wealth preservation, and retirement planning.
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November 1, 2023

True North Retirement Counsel Joins Q Wealth Partners as Newest Partner Firm

Q Wealth Partners is pleased to announce that True North Retirement Counsel, a leading private wealth firm based in Peterborough, Ontario, has joined as their newest partner firm. This partnership aims to leverage the complementary strengths of both companies in serving high-net-worth individuals across Canada.
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August 30, 2023

Q Wealth Partners expands to Kingston with newly formed Partnership Group, Bespoke Capital Partners

In a first for the national portfolio management firm, Q Wealth Partners announced the formation of Bespoke Capital Partners. Located in Kingston, ON, Bespoke will be collectively piloted by a trio of Wealth Managers: Stewart Mackie, Nicole Allore, and Dwayne Henne, CFP – all three expected to provide Portfolio Management services through their registration with Q Wealth, while Bespoke will provide Comprehensive Financial Planning and Wealth Management services to their client base.
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August 23, 2023

Q Wealth Partners Announces Partnership with Wealth Professional Canada for The Canadian Lounge at Future Proof Festival

Q Wealth Partners is excited to announce its strategic partnership with Wealth Professional Canada, solidifying Wealth Professional Canada's role as the official media partner of The Canadian Lounge at the Future Proof Festival. The festival, scheduled to take place from September 10th to 13th, 2023, in Huntington Beach, promises to be a unique convergence of industry thought leaders, professionals, and stakeholders.
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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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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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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

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 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

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 2, 2021

Q Wealth Adds $180m Toronto Shop to Platform

'They were looking for a firm that would allow them to be fiduciaries,' said Q Wealth executive partner Jared Rabinowitz.
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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

Q Wealth Partners with Wealth Management Firm

Precision Wealth Management has joined the Q Wealth 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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