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Quintessence (Q) Wealth

Address

5160 Yonge Street
Suite 1860
Toronto, Ontario M2N 6L9
(416) 225 - 5797
Toll Free: 1-833-793-2584
partnerships@qwealth.com
www.QWealth.com

Principal Contacts

Tel: 1-833-793-2584
partnerships@qwealth.com

Client Minimums

Has no minimum for private clients.

Has no minimum for institutional clients.

Types of Accounts Managed

  • Private Individual / Investor
  • Family Office
  • Institutional Investor - Pension Plan
  • Institutional Investor - Non-Profit
  • Institutional Investor - Other

Provinces of Business

  • Alberta
  • British Columbia*
  • Manitoba
  • New Brunswick
  • Newfoundland and Labrador
  • Nova Scotia
  • Ontario*
  • Quebec
  • Saskatchewan

* indicates a physical location in this province

Quintessence (Q) Wealth is a Partnership of Portfolio Managers – exclusively for advisors that want to own their practice, and transcend the investment dealer world to become true fiduciaries. We also work with new and existing Portfolio Management firms looking to achieve greater economies of scale, modernize their operations, build more successful ensemble practices, and make their client value proposition more holistic.

We are a state of the art support platform, and advisory practice accelerator – integrating wealth management with financial planning and a cutting edge client experience. We compliment that with the most comprehensive array of digital marketing, IT, cyber security, and compliance solutions. All this empowers our Partners to focus on serving their clients at scale with hyper-personalization. With our advanced tools and resources at their side, QW Partners not only stand out, but can stand atop in an increasingly competitive and rapidly changing industry.

Learn more at: www.QWealth.com

Our Partners operate under their own brands, with a centralized regulatory/compliance and services infrastructure. Practice trade names are registered to Quintessence Wealth. Our partners include:

Vancouver, BC: Elevate Wealth Management | www.elevatewealthmanagement.com

Parksville, BC: Precision Wealth Management | www.precisionwealth.ca

Toronto, ON: ETF Capital Management | www.ETFCM.com

Toronto, ON: Frame Global Asset Management | www.frameglobal.com

Ottawa, ON: OneLife Wealth Management | www.onelifewealth.com

Ottawa, ON: WealthLife Capital | www.wealthlifecapital.com

Oakville, ON: RowanOak Private Wealth Counsel: www.rowanoakwealth.com