Q Wealth Partners is excited to welcome Walker Family Financial to its carefully curated alliance of wealth management firms.
Joining from Owen Sound, Ontario, this latest Partnership not only broadens Q Wealth’s reach across Canada, but also highlights the firm’s exponential success as one of Canada’s fastest growing Portfolio Managers.
“When we meet prospective new Partners, we start by asking about their challenges and opportunities. Paul Walker and his team had a great problem to have” said Q Wealth Executive & Founding Partner Jared Rabinowitz. “Paul explained that WFF served a relatively small group of established families and corporations, and they had the opportunity to significantly increase the business in the next couple years but the prospect of scaling up their operation to handle the growth seemed daunting. The meeting was quite optimistic, because creating scale and efficiencies for advisory practices is one of our greatest strengths at Q Wealth Partners.”
For over 40 years, Walker Family Financial has provided financial advice with a strong foundation built on connecting with community and family values. Backed by a seasoned team of professionals, their wealth of expertise spans across insurance, retirement planning, and income generation.
Walker Family Financial developed their unique Infinity Program tailored specifically for high income and high asset individuals, providing wealth planning strategies to optimize outcomes and instill clarity and confidence in clients. Within this collaborative planning framework, clients benefit from receiving personalized guidance from a dedicated director.
Paul Walker, the Founding Partner of Walker Family Financial shared, “Our clients were at the forefront of our decision to move to Q Wealth. Family is in our firm name because we feel as if our clients are like family, and they feel that same way about us. We look after each other, not just financially, but in all respects of their lives. We are there for them.”
He continued, “When we were doing our research, and we came across Q Wealth Partners, we felt that same feeling of family, connection and similar values that Walker Family Financial represent, and this was key to making our final decision.”
Stephen Gasparek, Chief Marketing Officer, CMO & Head of Partnership Development added:
"When I first met with Paul and his family, the decision was pretty easy—we wanted Walker Family Financial to be a part of our team. Paul and his team exemplify the essence of entrepreneurship, standing out as pillars in community leadership and philanthropy. With Paul's charismatic personality and business acumen, he is set to be a major contributor to our Q Wealth Advisory Council, we are excited to welcome Paul and his team to QW."
This collaboration provides exclusive investment opportunities curated by Q Wealth Partners, aimed at guiding clients towards well-informed decisions and achieving their unique financial objectives. Through this partnership, Walker Family Financial can blend their skills in relationship management, risk assessment, and financial analysis with the existing strengths of the Q Wealth, contributing significantly to its ongoing prosperity.
About Q Wealth Partners
Quintessence (Q) Wealth is a Partnership of Portfolio Managers - exclusively for advisors who want to own their practice and transcend the investment dealer world to become true fiduciaries. A support platform and advisory practice accelerator – Q Wealth integrates wealth management with financial planning and client experience. This is complemented by a comprehensive array of digital marketing, IT, cyber security, and compliance solutions. All this empowers Q Wealth Partners to focus on serving their clients at scale, and with deeper engagement. With advanced tools and resources at their side, QW Partners not only stand out, but can stand atop in an increasingly competitive and rapidly changing industry.
For Media Inquiries:
Contact: Stephen Gasparek
Email: stephen@qwealth.com
