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Investing

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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Financial Planning

Continued Growth

Our market outlook is generally optimistic. The outlook appears favorable, with opportunities in sectors like industrials and information technology, and we expect continued growth in the near term as the Federal Reserve becomes more accommodating.
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Financial Planning

A New Interest Rate Era Has Begun

The Bank of Canada reduced its benchmark interest rate three times in the last few months and there is a chance we will see further cuts this year. Are lower rates a good thing? Who would benefit and why are they doing this?
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Financial Planning

The Case for Private Debt

At Elevate Wealth, private debt investments have been a core holding in client portfolios for over a decade. They have helped provide more consistent returns with less volatility. Here is a more detailed look at what we mean by private debt.
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Financial Planning

Buying Tesla – With a Twist

A few months ago, we purchased Tesla (TSLA) shares in our QW Select Enhanced Global Equity Fund. Our view was that Tesla had been unfairly beaten down and that there was a strong chance it would rebound once some positive news started occurring. However, this is how we used options to reduce some of the risk.
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Financial Planning

The Importance of a Power Of Attorney

A Power of Attorney is a critical component of estate planning for every adult. Establishing a POA empowers children or trusted individuals to act on your behalf when you cannot, ensuring that your wishes are respected and upheld.
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Financial Planning

Preparing the Next Generation for Wealth

Most people turn to a financial advisor for a tax-efficient estate plan to ensure their heirs inherit as much as possible. By investing in the preparation and education of heirs, families can safeguard their legacy and ensure that wealth endures as a force for good in the generations to come.
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Market Views

Key Takeaways from 2023 and Outlook for 2024

We are cautiously optimistic about the outlook for equity markets and despite geopolitical uncertainties, several of the managers we work with are sounding more bullish. We would generally agree, but we also thought it made sense to protect some of the recent gains and recently added options for protection in our equity pool.
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Tax Strategy

Digesting the Proposed Capital Gains Tax Hike

History, ultimately, will be the judge of the recently proposed capital gains tax hike. The Government argues the extra billions of dollars generated will be invested in programs that give people a fairer chance “to build a good, middle-class life”, but critics say this will deter the risk-taking capital that stimulates economic growth and penalize hard-working business owners and individuals.
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Financial Planning

Governments and Central Banks Ignore a Core Lesson

What are the links between money printing and inflation? How does money printing and inflation affect the average person?
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Market Views

3 Mistakes Investors Make During Election Years

History shows that election results have very little impact on long-term returns. Expect volatility, especially during primary season, but don’t fear it. View it as a potential opportunity.
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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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Market Views

Monetary Policy Works to Control Inflation

Monetary policy works to control inflation—not perfectly, not quickly, and not without pain. But it works.
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Market Views

What's Ahead for 2024

We can all be guilty of cherry-picking data to support a narrative. A balanced approach considers what could go wrong as well as right.
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Financial Planning

Your Ideal Outcome for 2024

As you start the new year, what will increase your chances of achieving the outcomes you desire and avoid the risks of not reaching them?
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Financial Planning

Funded Contentment

What does happiness mean to you? Aligning your spending with the things that bring you joy, can lead to a more fulfilling life. Our latest blog explores the key questions to ask in retirement planning to help you plan for a sustainable lifestyle. A lifestyle centered around activities that you enjoy.
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Financial Planning

Achieving Financial Confidence

Rob Parrish was recently interviewed by Wealth Professional. We thought it was worth sharing the article as it does a fairly good job of capturing the vision and values that drive our team. Clients seem to agree with our approach as almost 80% have been with us for over 20 years. That speaks volumes about the depth of the relationships and the level of trust that has been built up over time.
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navigate your financial journey.
Location
820-570 Granville Street
Vancouver, B.C. V6C 3P1
Contact
info@elevatew.com
604-282-0618
Hours
Monday-Friday
9am-5pm PT
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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