Spoiler Alert: Its Neither! Our need to create a new approach to Financial Planning stemmed from our belief that Goals Based Planning is fundamentally flawed.
When an advisor makes the decision to leave their bank or dealer, they want to ensure their vision for offering a great client experience, and how they will use their unique skill set to add value, is in alignment with their new firm’s values and platform. It’s why Q Wealth’s in-house boutique marketing team has no financial legacy employees.
Q Wealth Partners is bringing Private Financial Group (PFG) on board its portfolio management platform.
Private Financial Group (PFG), a Windsor, Ontario-based high-net-worth business has joined Q Wealth Partners after being voted into its Portfolio Management Partnership.
Q Wealth Partners have voted to accept Windsor, Ontario based, high net-worth, Private Financial Group (PFG), into the national Portfolio Management Partnership.
'They were looking for a firm that would allow them to be fiduciaries,' said QWealth executive partner Clive Cholerton.
Q Wealth Partners and the newly created Flatiron Wealth Management announced today the continued expansion of Q Wealth into the historic Gooderham (aka Flatiron) building in downtown Toronto.
Q Wealth Partners are continuing their country wide expansion with the addition of SBW Wealth Management.
Q Wealth Partners announces that four industry leaders have joined the firm, including one of Canada’s foremost financial industry executives.
Q Wealth Partners has continued its expansion strategy after joining forces with OneLife Wealth Management.
Precision Wealth Management has joined the QWealth Partnership, with the $280 million AUM firm representing QWealth’s initial foray onto Vancouver Island.
Company believes it can be the catalyst for growth by offering technology-driven alternative to independent IIROC and MFDA dealers.
We’re a week into the New Year. The first moment of truth of New Year’s resolutions. But rather than actual goals, let’s create a hypothetical resolution.
I loved my time as a practicing Wealth Advisor. I became close with my clients. Almost too close, as the bulk of my clients were elderly and watching them age, and eventually pass on, was ultimately my undoing. I felt I was losing a family member with each passing, and it took a personal toll on me.
As our industry pushes further and further towards the financial plan as the linchpin of a client relationship, we challenge the idea of “Goal Setting” delivering real value. We expose the limitations of this approach and highlight the pitfalls it presents to the client/advisor relationship. Finally, we offer an alternative methodology and solutions.
I was not initially schooled in the world of economics. Or finance. Or market analysis. For the sake of my clients and partners, I’ll provide comfort by assuring them, indeed I have acquired that knowledge and training during the past 25 years working in the world of personal wealth management.
