A wealth management practice is like any business in that it needs to be run like a business. Unfortunately, the time your advisory team spends on those issues limits the time devoted to you. To that end, our partnership is designed to eliminate those types of mundane, but none the less, important items. Those include:
QWealth Supports Your Advisor
Our energies are focused on all the details behind the scenes to ensure your advisor and advisory team can focus their energies where they belong; on you.
- Regulatory Compliance: We are registered Portfolio Managers with a fiduciary duty to act with care, honesty and good faith, always in the best interest of our clients. We do this by adhering to a professional code of conduct.
- Portfolio Rebalancing and Trade Execution: You want your advisory focused on monitoring the performance of your portfolio in relation to your financial plan. We take care of mechanics of buys and sells, portfolio rebalancing, and performance tracking.
- Data Security Protocols: We want you to feel confident that your data is protected to the highest levels of security available. Cost and scope can make this difficult at the individual office level. By working as a partnership and creating true economies of scale, it’s a commitment we can make with confidence.
- Technology Updates: Believe it or not, this can be one of the biggest time-drains of all. Making sure you are provided the most cutting edge of technological solutions is a full time endeavour. Something you do not want your advisor doing at the expense of time spent on your needs. Don’t worry, we’ve got your back!