Since 1995, Fabien Ouellette has been helping high net worth individuals, charitable institutions and business owners manage their wealth and financial life plan in a prudent and proactive approach.
As a Quintessence Wealth Portfolio Manager, Fabien Ouellette provides comprehensive wealth management services with due consideration to the elements of taxation, market-related forces, and undue speculation.
Fabien Ouellette CMT, CFTe, CIM, FCSI
Partner – Quintessence Wealth
Portfolio Manager – Quintessence Wealth
Financial & Estate Planning Advisor – WealthLife Capital
After a successful 10-year career in the Canadian Military, Fabien moved to financial planning and international asset management over 27 years ago. Since 1993, he’s advised wealthy individuals, families and business owners at firms ranging from large global asset managers to boutique firms, including Merrill Lynch, CIBC Wood Gundy and yourCFO Advisory Group.
In 2011, Fabien joined Larry Berman at ETF Capital Management as investment committee member, and later was tasked with managing the firm’s operations before the firm’s name was changed to Q Wealth Partners in 2018, to better reflect the enhanced role it played as a national partner-owned portfolio management firm. Fabien then became a Partner at Q Wealth and a Portfolio Manager at Q Wealth. At the same time, he created his own firm, WealthLife Capital, to provide other wealth services to his clients such as financial planning and estate planning.
We differentiate client calls from all others, and always try to answer personally, or we’ll return your call within a few hours.
Office: 613-599-8885
Toll-Free: 877-599-8885
Have a question or need to meet?
Use our live online calendar to pick the best time and date for us to call or meet with you at a location of your choice.
We ask that you schedule appointments
as we discourage walk-ins for the benefit of our clients’ privacy.
1000 Innovation Dr. Suite 500
Kanata, Ontario, K2K 3E7
Quintessence Wealth (Q Wealth) is a partnership that is registered as a portfolio manager, exempt market dealer and investment fund manager. The portfolio manager registration allows Q Wealth to provide investment advice to its clients. The exempt market dealer registration allows Q Wealth to engage in trading activity. These services are provided by Q Wealth through registered advising representatives and dealing representatives, respectively.
Q Wealth is a partnership that is owned by its partners, including WealthLife Capital. As a client of Q Wealth, you may receive services from both Q Wealth and WealthLife Capital. Note that individuals from WealthLife Capital will only provide investment advice and trading advice if they are registered as advising representatives and dealing representatives of Q Wealth, and in providing such services, they will be doing so on behalf of Q Wealth only. WealthLife Capital may however provide wealth management services such as financial planning, estate and retirement planning, insurance, group benefits and others.
Q Wealth Partners is a registered trade name of 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. Please visit www.qwealth.com for more information.
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Fabien Ouellette CMT, CFTe, CIM, FCSI
Partner – Quintessence Wealth
Portfolio Manager
Financial & Estate Planning Advisor
After a successful 10-year career in the Canadian Military, Fabien moved to financial planning and international asset management over 27 years ago. Since 1993, he’s advised wealthy individuals, families and business owners at firms ranging from large global asset managers to boutique firms, including Merrill Lynch, CIBC Wood Gundy and yourCFO Advisory Group.
In 2011, Fabien joined Larry Berman at ETF Capital Management as investment committee member, and later was tasked with managing the firm’s operations before the firm’s name was changed to Q Wealth Partners in 2018, to better reflect the enhanced role it played as a national partner-owned portfolio management firm. Fabien then became Partner at Q Weatlh and began operating as WealthLife Capital.
Fabien holds the Chartered Market Technician (CMT), Certified Financial Technician (CFTe), and Chartered Investment Manager (CIM) designations, and is a Fellow of the Canadian Securities Institute (FCSI).
Since 1995, Fabien has been a public speaker and trainer, delivering retirement planning, investment management and change management workshops to corporations and Government departments including the Senate, Foreign Affairs, Public Works, National Research Council, the RCMP, Pfizer Canada, the University of Ottawa, and others. He’s been a guest speaker at Larry Berman’s national educational events and on radio shows such as CFRA’s Experts on Call. He also publishes technical analysis research to portfolio managers and financial advisors across Canada and the U.S. and is sometimes tasked with providing expert financial and investment planning analysis to media personalities in support of their television appearances.
Fluently bilingual and originally from Montreal, Fabien and his wife Jane have lived in the Ottawa region for over 30 years, and both travel extensively across the U.S., Europe and the Far East for business and pleasure. Fabien is an avid trimix technical scuba diver and is a member of the acclaimed Global Underwater Explorers. He’s an established musician and enjoys coaching young chess players when not playing in chess competitions.
Ruth McClure
Senior Administrator
All things administrative are handled by our expert team of client service administrators led by Ruth. They handle most client requests and act as an intermediary between our main custodian National Bank Independent Network and our firm, on behalf of our clients.
Catherine Dorna CFA
Chief Compliance Officer
Portfolio Manager
Catherine is responsible for overseeing the firm’s compliance program and ensuring compliance with securities regulations by the firm and its employees. She promotes a culture of compliance within the company and establishes supervision and control of the firm’s activities to ensure it complies with applicable laws and regulations. She is also a Portfolio Manager and a member of the Investment Committee at Quintessence Wealth.
Monique Madan CFP, CFDS
Head of Financial Life Strategy
Monique is Quintessence Wealth’s head of Financial Life Strategies. Monique helps Fabien with financial planning services when needed. Both Fabien and Monique use the same software and have similar training, which enables them to efficiently share client files and best practices. Monique completed her Certified Financial Planner designation in 2002, writes numerous articles for Golden Girl Finance and is featured in various media outlets. Monique has a varied background including working with high net worth clients, clients with disabilities and clients who have disabled adult children. Monique is also a Chartered Financial Divorce Specialist (CFDS) specializing in coaching clients through the uncertainty of rebuilding their lives after divorce.
Brandon Berman CIM
Head Trader
Brandon is Head of the centralized Trading Desk at Quintessence Wealth. His team handles all trade instructions ordered by Portfolio Managers, using sophisticated tools and trading methodologies to ensure best execution. We often deal with trading large blocks of shares on behalf of our clients – this requires the spreading of transactions over several days to ensure we get the best fills – which Brandon excels at. Brandon holds a Chartered Investment Manager designation (CIM) and has his Certificate in Derivatives Market Strategies.
Josh Brown CIM, BA
Portfolio Manager
Josh helps with client investment questions when Fabien is unavailable. He’s also a member of the firm’s investment committee. Josh is a Chartered Investment Manager (CIM), Portfolio Manager, and has completed his CFA Level 1. He graduated Wilfrid Laurier University with a BA in Economics in 2007. Josh and his wife Angela enjoy many outdoor athletic pursuits such as mountain biking, hiking, snowboarding, and doing all of these in foreign countries.
