BLOGS &
ARTICLES

Marketing
Partnership
Practice Management
Press Releases
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
READ ARTICLE
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.
READ ARTICLE
April 3, 2025

April 3, 2025: “Liberation Day”

Following President Trump's recent announcement of sweeping reciprocal tariffs, this is a summary of the Tariffs and Current Trade Landscape
READ ARTICLE
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.
READ ARTICLE
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.
READ ARTICLE
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.
READ ARTICLE
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.
READ ARTICLE
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.
READ ARTICLE
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.
READ ARTICLE
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.
READ ARTICLE
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.
READ ARTICLE
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.
READ ARTICLE
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.
READ ARTICLE
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.
READ ARTICLE
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.
READ ARTICLE
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.
READ ARTICLE
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.
READ ARTICLE
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.
READ ARTICLE
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.
READ ARTICLE
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
READ ARTICLE
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.
READ ARTICLE
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.
READ ARTICLE
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.
READ ARTICLE
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.
READ ARTICLE
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.
READ ARTICLE
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.
READ ARTICLE
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.
READ ARTICLE
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.
READ ARTICLE
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.
READ ARTICLE
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.
READ ARTICLE
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.
READ ARTICLE
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.
READ ARTICLE