Discretionary portfolio management, offered by Q Wealth, is not only a fairer platform for all clients, but it allows a more proactive approach for capturing opportunities and/or to protect capital.
Through our partnership with Q Wealth, a registered Investment Fund Manager, clients have access to Q Wealth’s proprietary pooled funds. Institutional pricing, options strategies for protection, private debt and equity exposure, fewer tax slips, efficient and timely trading. Very few advisors in Canada can offer their own proprietary pools, but the benefits for clients are significant.
Life is complicated enough. Wouldn’t it be great to see all your assets and liabilities in one spot? You can. QConnect, our propriety financial software lets you view your net worth daily by linking your investment accounts, bank accounts, real estate, mortgages/debts, insurance policies in one easy to understand snapshot.
Knowledge and expertise go into building your unique financial plan - we consider this a core offering for our clients. Sometimes it’s nice for clients to tinker with the assumptions to explore other “what if” scenarios. You can, with our client-orientated, interactive technology.
Imagine having a secure vault where you could access key documents that were uploaded by you or by us. Statements in the Investment folder, the most recent plan in the Financial Planning folder, tax slips in the Tax Documents folder, wills in the Estate Planning folder. This is a powerful way to organize your life and have all the important pieces at your fingertips.