About WealthLife Capital

About WealthLife Capital & Q Wealth

Through our partnership with Q Wealth Partners, we are able to offer discretionary portfolio management services provided by a Q Wealth portfolio manager and supported by a comprehensive 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.

Since our humble beginnings, we have sat at the intersection of two important trends in the investment industry: Exchange Traded Fund (ETF) investing and active global portfolio management.

Using all types of investments, but with a focus on Exchange Trades Funds (ETFs), Q Wealth’s active risk management process incorporates fundamental and technical analysis to highly customized investment strategies for each client, stacking the odds in your favour. Although the ever-expanding complexities of global portfolio management will continue unabated, Q Wealth portfolio managers make sense of it all with powerful strategies that are easy to understand.

The Portfolio Managers at Q Wealth Partners are fiduciaries and do their work the utmost integrity and professionalism and always in your best interest.

About Q Wealth

I’ve been working with Fabien since 2010. I recognized his passion from the beginning. I entered the financial services business 30 years ago to make a difference for clients and investors. I see the same in Fabien. He’s a clear industry leader in making a difference for his clients. His meticulous eye for detail serves his clients well. His broad based knowledge is a major asset in helping clients reach their retirement goals. Happy to call Fabien a friend and colleague.

Larry Berman

CIO, Quintessence Wealth

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.

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.

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.

About WealthLife Capital

The realization of your dreams and goals is what matters to us.