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.
'They were looking for a firm that would allow them to be fiduciaries,' said QWealth executive partner Clive Cholerton.
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.
In the Canadian landscape, widespread proliferation of APIs remains in its infancy. “Exists in imagination only”, might be closer to the truth. But truthfully, when one thinks of the herculean effort involved in reaching this “utopian state of advisor bliss”, it may very well be a Quixotic quest.
