Modelling & Trading

In house trading desk handles all execution with institutional best practices

Portfolio modelling services eliminate the need for associates to operate software or spreadsheets

Portfolio management and accounting platform enables powerful risk analytics, back-testing and stress-testing of portfolios.

Automated rebalancing and mandate tracking

Modelling and trading solutions at both Household and Account level

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Asset Management

Next Section
Operations & Compliance

In house trading desk handles all execution with institutional best practices

Portfolio modelling services eliminate the need for associates to operate software or spreadsheets

Portfolio management and accounting platform enables powerful risk analytics, back-testing and stress-testing of portfolios.

Automated rebalancing and mandate tracking

Modelling and trading solutions at both Household and Account level

Previous Section
Asset Management

Next Section
Operations & Compliance

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.

The information contained in this website comes from sources we believe to be reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors.