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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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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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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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