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.
Q Wealth Partners is bringing Private Financial Group (PFG) on board its portfolio management platform.
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.
'They were looking for a firm that would allow them to be fiduciaries,' said QWealth executive partner Clive Cholerton.
Q Wealth Partners has continued its expansion strategy after joining forces with OneLife Wealth Management.
Precision Wealth Management has joined the QWealth Partnership, with the $280 million AUM firm representing QWealth’s initial foray onto Vancouver Island.
Company believes it can be the catalyst for growth by offering technology-driven alternative to independent IIROC and MFDA dealers.
