Growing Wealth

The Elevate Wealth Difference
Portfolio Managers

Mike, Rob and Andrew are registered Portfolio Managers with Q Wealth. This registration category requires a higher level of education and experience in the investment industry than other Investment Advisors in Canada.

The higher level of the Portfolio Manager designation is important as it allows us to manage money on a discretionary basis. To us, it is the only rational way to manage money. Not only is this a fairer platform for all clients, but it also allows a more proactive approach for capturing opportunities and/or for protecting capital.
Q Wealth Discretionary Portfolio Management

Our discretionary model is transparent and allows us to be more nimble and proactive to maximize growth potential and protect your wealth.

Access to a wider selection of investments
Every client is treated equally
We have more time for client meetings and planning
Fees are unbundled from the investments recommended
Q Wealth’s income is tied directly to the performance of your investments
Proprietary Investment Pools
Only a fraction of Portfolio Managers have access to custom pooled funds with options and institutional pricing. We believe the flexibility of Q Wealth’s proprietary investment pools, which incorporate stocks, ETFs, mutual funds and options are the best investment solution for our clients because they provide:
Institutional Pricing
Equal Pricing
for All Clients
Better Risk Management
Lower Costs
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We’re here to help you
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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