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The Case for Private Equity

In the current financial environment, incorporating alternative asset classes like private equity has become crucial for achieving desired investment outcomes. Over the past decade, more investors have turned to private equity, seeking both strong returns and diversification to balance the instability often seen in public equities.
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Investing

Taxing Out of Control

According to this August 2023 Fraser Institute Research Bulletin, Canadians are faced with a continually higher tax burden on their income each year.
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Investing

What Happens After a Bad Year in the Markets?

Like most years, 2023 is faced with a number of challenges that threaten the outlook for both the economy and markets. But in the last 85 years, two consecutive negative return years has only happened 3 times. Most of the time, strong positive years usually followed negative return years.
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Investing

Using Options for Downside Protection

As Portfolio Managers with Q Wealth, we are constantly looking for ways to improve our portfolio returns for our clients. Utilizing options is one approach we take to reduce the impact of market volatility. This blog outlines an example of how we utilize an option collar and discusses its benefits in an investment portfolio.
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Investing

US Stocks Suffer Worst Year Since 2008 Financial Crisis

TheS&P 500 was down almost 20% in 2022. Bonds lost about 16% as inflation surged causing central banks worldwide to hike interest rates. Most investors hold some mix of stock and bonds, and because both asset classes fared so poorly, typical balanced portfolios struggled as well.
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Investing

The Benefits of an Option Strategy – What We Learned in 2022

One of our core beliefs is that equity markets move higher over time. Investors will experience volatility and corrections, but equities should provide them with a good long-term return … if they remain invested.
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Investing

Are Markets Ripe for a Rebound?

The S&P 500 just posted its worst “first nine months” performance since 2002. It certainly feels like it. And sentiment indicators suggest investors don’t see improvement on the horizon. But some analysts, like BMO’s Brian Belski, expect a strong surge in the 4th quarter and believe the S&P 500 could be headed back above 4,800 to new record highs by the end of this year.
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Investing

2022 – Staying the Course

After the extreme market volatility of 2020, we were hopeful markets might have a more “normal” and calm stretch. Instead, it feels like investment markets continue lurching from one crisis to the next.
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Investing

The Absurdity of Today’s Markets

Recently stocks have been moving based more on the category they are in rather than fundamentals.
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Investing

Should I stay, or should I go?

Some investors are asking themselves: should I take money out of the market now, and get back in when the picture becomes clearer?
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Investing

A Good Time To Hedge

It’s probably clear to many that we are strong believers in investing in good companies for the long term – we feel this is a solid investment strategy. However, we are fortunate to be part of a firm that facilitates the use of options, adding a valuable layer of protection for portfolios as well.
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Investing

Games Politicians Play

Recurring worry about the debt ceiling limit caused US stock markets to drop, with the S&P 500 down 4.7% in September, basically giving back the gains they made in August.
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820-570 Granville Street
Vancouver, B.C. V6C 3P1
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info@elevatew.com
604-282-0618
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Disclosures
Quintessence Wealth (Q Wealth) is a partnership that is registered as a portfolio manager, exempt market dealer and investment fund manager. The portfolio manager registration allows Q Wealth to provide investment advice to its clients. The exempt market dealer registration allows Q Wealth to engage in trading activity. These services are provided by Q Wealth through registered advising representatives and dealing representatives, respectively.

Q Wealth is a partnership that is owned by its partners, including Elevate Wealth Management. As a client of Q Wealth, you may receive services from both Q Wealth and Elevate Wealth Management. Note that individuals from Elevate Wealth Management will only provide investment advice and trading advice if they are registered as advising representatives and dealing representatives of Q Wealth, and in providing such services, they will be doing so on behalf of Q Wealth only. Elevate Wealth Management may however provide wealth management services such as financial planning, estate and retirement planning, insurance, group benefits and others.

Q Wealth Partners is a registered trade name of Quintessence Wealth, a registered Portfolio Manager in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Quebec, and Saskatchewan, an Investment Fund Manager in Newfoundland and Labrador, Ontario, and Quebec, and an Exempt Market Dealer in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Quebec, and Saskatchewan. The Ontario Securities Commission (OSC) is the principal regulator for Quintessence Wealth. Please visit www.qwealth.com for more information.

Testimonials on this website were solicited and may not be representative of all clients
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