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Quintessence Wealth (ETF Capital Management)
Director of Client Due-Diligence
Tel: (416) 223 - 3837 ext 221
President & COO
Tel: (416) 223 - 3837 ext 223
Types of Accounts Managed
- Private Individual / Investor
- Institutional Investor - Pension Plan
- Institutional Investor - Non-Profit
- Institutional Investor - First Nations
- Institutional Investor - Other
Provinces of Business
- British Columbia
- New Brunswick
- Newfoundland and Labrador
- Nova Scotia
* indicates a physical location in this province
Quintessence Wealth (Trade name: ETF Capital Management (ETFCM)) was founded in 2006 by Larry Berman, after departing his post as Chief Technical Strategist at CIBC World Markets to pursue an increased focus on ETF-based portfolio management and to have the latitude to host Berman’s Call on BNN.
ETFCM is a member of the National Bank Independent Network (NBIN Inc), and utilizes their custody and administrative services to provide scale and stability for our Clients, combining this with the high level of personalized service that affluent investors expect from a boutique investment firm.
Our focus is on risk adjusted returns. Our strategies, while customized for each client, take a lower volatility approach than broad markets. We use primarily ETFs in our core portfolios – which offer excellent diversification at a lower cost than mutual funds, but with the enhanced liquidity that comes from being exchange listed. This allows us to actively manage risk, and rapidly optimize asset allocation in response to changing market conditions in both the economic and geopolitical landscapes. Our style employs a fusion of technical and fundamental factors applied to our models covering all asset classes, sectors, and countries.
Clients have full transparency to view holdings and transactions in their ETFCM managed accounts online. Clients will also receive monthly custody reports (from NCBN Inc), detailed quarterly reports, and annual tax reporting.
Client communication includes quarterly commentaries and service calls, annual reviews, and VIP invitations to our live events featuring market analysis and education from Larry Berman and other top speakers.