ETF Capital Management | Investor Education Blog

Location, Location…and Timing

July 17, 2024

In the final segment of our blog series on cottage property investments, we'll explore important factors to consider before making your investment. It's essential to evaluate, location, timing and how these financial decisions may impact your children and future generations to come.

Tax Considerations and Estate Planning for Investing in Cottage Properties

July 17, 2024

In the second part of this blog series, we explore the complexities of tax considerations and estate planning associated with investing in cottage properties.

The Latest Trends in the Post-COVID Era

July 3, 2024

It’s summertime! So, we wanted to put Canada's passion for embracing the great outdoors, front and centre, with a 3 part mini-blog series on the financial ‘in’s and out’s’ of cottage ownership.

Investigating Your CPP/QPP: Pension Entitlements

June 5, 2024

Fewer and fewer Canadians are eligible for employer-sponsored pensions plans. For many, the only reliable, inflation-adjusted, income stream that they will collect when they leave full-time employment is the Canada / Quebec Pension Plan (CPP/QPP) and Old Age Security (OAS).

Taking the Risk Out of Retirement Income

May 13, 2024

For those heading towards or already in retirement, now is not the time to gamble with your future.

Part 2: Easing Into Retirement – Time to Adjust your Investment Playbook

February 6, 2024

While your investment portfolio represents only 1 out of the 5 critical areas to think about when planning for retirement, it’s influence can overshadow a number of the other areas. Let's explore the importance of evaluating your investment portfolio to optimize the management of your future income.

Part 1: Easing Into Retirement – Time to Adjust your Investment Playbook

February 6, 2024

Popular media glorifies retirement with glossy pictures of healthy retirees on a beach living the golden years. That is part of it, but retirement is just another stage of life with both new adventures and new challenges. There are five critical areas to plan for as you think about retirement.

Part 3: Can We Finally Expect Interest Rate Cuts?

January 19, 2024

In the final segment of our series on the future of interest rates, we discuss what the current and go-forward factors all mean for the average investor in 2024.

Part 2: Can We Finally Expect Interest Rate Cuts?

January 19, 2024

In Part 2 of our series, "Can we finally expect interest rate cuts?", we delve into the anticipated trends in interest rates for the year and, more importantly, the necessary conditions for those expectations to materialize. We will also examine potential obstacles that may hinder these expectations.

Part 1: Can We Finally Expect Interest Rate Cuts?

January 19, 2024

In this brief 3-part blog series on the direction of interest rates, we aim to provide valuable insights into the various factors that could influence the movement of rates this year. In Part 1, we tackle a growing and concerning misconception among the general public regarding a return to what they perceive as “normal” interest rate levels.

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 ETF Capital Management. As a client of Q Wealth, you may receive services from both Q Wealth and ETF Capital Management. Note that individuals from ETF Capital Management 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. ETF Capital Management 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.

News & Insights

Investor Education Blog

Become a Client!