Portfolio Management
At a Higher Level

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Mission & Vision

Our mission is to help you achieve the highest possible standard of living and to live your best possible life. Our vision is to enhance your peace of mind by reducing investment volatility, to help you stay the course while keeping within your emotional comfort zone.

Learn More

Financial Life Strategy

Money is the most common source of stress for individuals and families. Feeling in control of your financial situation and understanding how your efforts can achieve your goals is the best way to combat this stress.

Learn More

Sleep at Night
Wealth Management

Emotions matter when it comes to investing. The world and financial markets are more volatile than ever, which can test the emotional limits of investors. We start by understanding what those limits are for you. Then we apply a multi-faceted strategy to help you cancel out the noise, manage risk effectively, and protect what’s important to you – all the while knowing that you’re ok, so you can sleep better at night.

Learn More

Investment Process

In today’s fast-paced world, markets can change faster than the weather. More than ever you need a wealth manager that works harder to protect and enhance your financial well-being. Since you’ll have to transcend market turbulence and the occasional bear market – you need smarter strategies that help adapt to ever-changing global opportunities and risks.

Learn More

Keeping Your Money Safe

Of all investment professionals in the industry, as a Portfolio Manager we are the only type of investment professionals mandated to uphold a Fiduciary Standard for all our client relationships. For you, this means an additional measure of confidence that we will only act in your best interests. You will always be informed, and confident that the advice we provide is for your betterment, and never biased toward the interests or compensation of our firm.

ETF Capital Management does not take possession of your assets. Your portfolio is held in your own name at National Bank Independent Network (NBIN), our custodian, a division of National Bank. NBIN is one of Canada’s oldest and largest providers of custodian services and a member of the Canadian Investor Protection Fund (CIPF). Each of your accounts is insured up to $1 million dollars.

The firm has a dedicated Chief Compliance Officer (CCO) who is responsible for monitoring and overseeing the effectiveness of our compliance systems, and cyber security. Under the supervision of the CCO, our team is required to obtain the highest levels of education, training, and relevant experience. We must also adhere to strict financial reporting, capital, and insurance requirements to ensure the protection of your assets.

ETF Capital Management is a member of The Portfolio Management Association of Canada (PMAC), and The Canadian ETF Association (CETFA).

ETF Capital Management was established in 2006, and is the original Founding Partner of the Quintessence Wealth Partnership. ETF Capital Management is a Registered Trade Name of Quintessence Wealth – which is registered as a Portfolio Manager, Investment Fund Manager and Exempt Market Dealer with the Canadian Securities Association. The Ontario Securities Commission (OSC) is the principal regulator for Quintessence Wealth. The firm carries Errors and Omissions Liability Insurance and is a member of the Ombudsmen for Banking Services (OBSI)

New Client Inquiry Larry Berman Live Events Download Our Brochure

Registered to service clients in:

British Columbia • Alberta • Saskatchewan • Manitoba • Ontario • Quebec • New Brunswick • Nova Scotia • Newfoundland

5160 Yonge St, Suite 1860 • Toronto, Ontario • M2N 6L9
Phone: 416.223.ETFS [416-223-3837]
Toll Free: 888.ETF.WRLD [1-888-383-9753]

Privacy Policy
© Copyright 2020 ETF Capital Management

ETF Capital Management (ETFCM) is a registered trade name of Quintessence Wealth, a Portfolio Manager, Investment Fund Manager and Exempt Market Dealer registered with the Canadian Securities Administrators.

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. For more information about Quintessence Wealth, please consult the official website at www.qwealth.com.

Calgary • Ottawa • Edmonton • Vancouver

Portfolio Management
At a Higher Level

Enter Website

Mission & Vision

Our mission is to help you achieve the highest possible standard of living and to live your best possible life. Our vision is to enhance your peace of mind by reducing investment volatility, to help you stay the course while keeping within your emotional comfort zone.

Learn More

Financial Life Strategy

Money is the most common source of stress for individuals and families. Feeling in control of your financial situation and understanding how your efforts can achieve your goals is the best way to combat this stress.

Learn More

Sleep at Night
Wealth Management

Emotions matter when it comes to investing. The world and financial markets are more volatile than ever, which can test the emotional limits of investors. We start by understanding what those limits are for you. Then we apply a multi-faceted strategy to help you cancel out the noise, manage risk effectively, and protect what’s important to you – all the while knowing that you’re ok, so you can sleep better at night.

Learn More

Investment Process

In today’s fast-paced world, markets can change faster than the weather. More than ever you need a wealth manager that works harder to protect and enhance your financial well-being. Since you’ll have to transcend market turbulence and the occasional bear market – you need smarter strategies that help adapt to ever-changing global opportunities and risks.

Learn More

Keeping Your Money Safe

Of all investment professionals in the industry, as a Portfolio Manager we are the only type of investment professionals mandated to uphold a Fiduciary Standard for all our client relationships. For you, this means an additional measure of confidence that we will only act in your best interests. You will always be informed, and confident that the advice we provide is for your betterment, and never biased toward the interests or compensation of our firm.

ETF Capital Management does not take possession of your assets. Your portfolio is held in your own name at National Bank Independent Network (NBIN), our custodian, a division of National Bank. NBIN is one of Canada’s oldest and largest providers of custodian services and a member of the Canadian Investor Protection Fund (CIPF). Each of your accounts is insured up to $1 million dollars.

The firm has a dedicated Chief Compliance Officer (CCO) who is responsible for monitoring and overseeing the effectiveness of our compliance systems, and cyber security. Under the supervision of the CCO, our team is required to obtain the highest levels of education, training, and relevant experience. We must also adhere to strict financial reporting, capital, and insurance requirements to ensure the protection of your assets.

ETF Capital Management is a member of The Portfolio Management Association of Canada (PMAC), and The Canadian ETF Association (CETFA).

ETF Capital Management was established in 2006, and is the original Founding Partner of the Quintessence Wealth Partnership. ETF Capital Management is a Registered Trade Name of Quintessence Wealth – which is registered as a Portfolio Manager, Investment Fund Manager and Exempt Market Dealer with the Canadian Securities Association. The Ontario Securities Commission (OSC) is the principal regulator for Quintessence Wealth. The firm carries Errors and Omissions Liability Insurance and is a member of the Ombudsmen for Banking Services (OBSI)

New Client Inquiry Larry Berman Live Events Download Our Brochure

Registered to service clients in:

British Columbia • Alberta • Saskatchewan • Manitoba • Ontario • Quebec • New Brunswick • Nova Scotia • Newfoundland

5160 Yonge St, Suite 1860 • Toronto, Ontario • M2N 6L9
Phone: 416.223.ETFS [416-223-3837]
Toll Free: 888.ETF.WRLD [1-888-383-9753]

ETF Capital Management (ETFCM) is a registered trade name of Quintessence Wealth, a Portfolio Manager, Investment Fund Manager and Exempt Market Dealer registered with the Canadian Securities Administrators.

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. For more information about Quintessence Wealth, please consult the official website at www.qwealth.com.

Calgary • Ottawa • Edmonton • Vancouver

Portfolio Management At a Higher Level

Mission & Vision

Our mission is to help you achieve the highest possible standard of living and to live your best possible life. Our vision is to enhance your peace of mind by reducing investment volatility, to help you stay the course while keeping within your emotional comfort zone.

Financial Life Strategy

Money is the most common source of stress for individuals and families. Feeling in control of your financial situation and understanding how your efforts can achieve your goals is the best way to combat this stress.

Sleep at Night Wealth Management

Investment Process

Keeping Your Money Safe

ETF Capital Management is a member of The Portfolio Management Association of Canada (PMAC), and The Canadian ETF Association (CETFA).

Portfolio Management At a Higher Level

Mission & Vision

Our mission is to help you achieve the highest possible standard of living and to live your best possible life. Our vision is to enhance your peace of mind by reducing investment volatility, to help you stay the course while keeping within your emotional comfort zone.

Financial Life Strategy

Money is the most common source of stress for individuals and families. Feeling in control of your financial situation and understanding how your efforts can achieve your goals is the best way to combat this stress.

Sleep at Night Wealth Management

Investment Process

Keeping Your Money Safe

ETF Capital Management is a member of The Portfolio Management Association of Canada (PMAC), and The Canadian ETF Association (CETFA).

Portfolio Management
At a Higher Level

Sleep at Night
Wealth Management

Portfolio Management
At a Higher Level

Sleep at Night
Wealth Management