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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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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QWealth Partners with Wealth Management Firm

Precision Wealth Management has joined the QWealth Partnership, with the $280 million AUM firm representing QWealth’s initial foray onto Vancouver Island.

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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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Channeling Your Ideal Parent for Your Junior Advisor

I loved my time as a practicing Wealth Advisor. I became close with my clients. Almost too close, as the bulk of my clients were elderly and watching them age, and eventually pass on, was ultimately my undoing. I felt I was losing a family member with each passing, and it took a personal toll on me.

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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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Creating a Culture

A few years ago, I visited a very successful Wealth Management firm in Atlanta. The firm was in excess of 3 billion dollars Assets Under Management, had incredible growth rates, and were looking to enhance their client experience and technology solutions. Which explained my visit.

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The Future of Segmentation

Did you use this “Covid time” to do some much needed straightening up? The actual focus of the overhaul is immaterial. What is material, is that in your endeavour to use this ‘excess time’ in your life, you arranged things so that when you needed to access them, they were easy to find and retrieve.

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