Since our humble beginnings in 1995, WealthLife Capital (and predecessor firms) has sat at the intersection of the two most important trends in the industry: Exchange Traded Fund (ETF) investing and active global portfolio management.
Many Canadians consider us the Canadian experts in ETFs, but we use all types of investments within our proven active risk management process and apply fundamental and technical analysis to highly customized investment strategies for each client, helping you stack the odds in your favour. Although the ever-expanding complexities of global portfolio management will continue unabated, we make sense of it all with powerful strategies that are easy to understand.
We offer bespoke discretionary portfolio management services supported by a solid financial life plan. Our mission is to help you and your loved ones achieve the highest possible standard of living while staying within your investment comfort zone. Through regular dialogue, we will work with you and your other advisors to continually refine and optimize your strategy, providing the confidence and peace of mind that comes from knowing that you’re on track to meet your life goals. As fiduciaries, we will do this with the utmost integrity and professionalism and always in your best interest.
About Quintessence Wealth
Originally founded in 2006 by Larry Berman and Jared Rabinowitz as ETF Capital Management (ETFCM), the firm’s name was changed in 2018 to QWealth Partners (QW) to better reflect the enhanced role it played as a national partner-owned portfolio management firm. As the original partner, ETFCM continues to be a registered trade name of QW, but is now joined by other partner brands, such as WealthLife Capital, all sharing the same standards of excellence. The firm’s registration includes portfolio manager, investment fund manager and exempt market dealer. As of May 2020, total assets under management exceeded $2.0 billion. With its headquarters in North York, Ontario, QW has a growing team of over 32 support staff, 8 portfolio managers and 1 associate portfolio manager.
The Highest Level of Regulatory Oversight
QWealth Partners (QW) is a fiduciary firm: a fiduciary manages the assets of another person according to standards of trust, confidence and/or legal responsibility.
As a registered Portfolio Manager, QW is a direct registrant of the Ontario Securities Commission (OSC). QW has a fiduciary responsibility to always act in your best interests, carefully managing conflicts of interest, along with meeting stringent financial reporting, capital, and insurance requirements to further protect your investments. Ultimately, clients enjoy the peace of mind that comes from knowing their money is working for them—not their advisor, or his or her firm.
Progressive & Authentic
QWealth Partners’ (QW) innovative technology and sophisticated, flexible infrastructure support top portfolio managers such as WealthLife Capital, and their clients. Transparent and fee-based, our approach reflects QW’s unparalleled commitment to client service and care.
Unparalleled Access Without Bias
WealthLife Capital is less restricted in terms of investment products than those who work for large brokerage firms.
We are not beholden to “sales goals” for internal products, or particular investment mandates – which supports our integrity-driven ethos and fiduciary commitment. WealthLife Capital has access to nearly any of the highest-quality investment products and solutions from the top investment firms – all competing for our business.
Securely Held Assets
At WealthLife Capital, client assets are safely held by strong, third-party custodians such as NBIN Inc (National Bank). We work with reliable, secure and independent firms like these, solely based on clients’ best interests. QWealth Partners’ infrastructure allows us to not be beholden to in-house or custodial relationships. We do have the option to use other Canadian custodians, such as RBC ITS, Fidelity Clearing Canada, and Raymond James Correspondent Network.