ETF Capital Management | Investor Education Blog

Put In The Hard Work For An Easier Retirement

December 4, 2023

Retirement planning has long-been regarded as both a science and an art, encompassing modeling and stress-testing for a confident transition, along with finding joy and purpose in your newfound time and accumulated wealth.

Taming the Market – Part 3/3: Strategies used by pros to insulate their or their client’s portfolios

November 28, 2023

In the same way we buy insurance to protect ourselves and our loved ones, Options strategies can do the same for your portfolio.

Taming the Market – Part 2/3: Strategies for a DIY investor to better insulate their portfolio

November 20, 2023

Let's explore a very simple and easy to execute strategy that individual DIY investors can implement to help achieve this type of portfolio experience.

Taming the Market – Part 1/3: The Mindset

November 15, 2023

In this, the first of 3 posts on the subject matter of how to insulate your portfolio against volatility, to create a strategy you can feel comfortable staying invested in through challenging markets - we focus on a simple philosophical mindset shift that will first be required.

The Missing Piece In Wealthtech May Just Be Humans

November 9, 2023

While computers and AI have improved efficiency, many believe that human concern and advice will continue to be the most meaningful part of the financial industry. FinTech works to improve efficiency of administrative tasks; which in turn gives us more time to worry about my clients wealth, wellness and well-being.

How to pay less tax this year if you're an incorporated business owner

November 1, 2023

Financial strategies such as these, when combined with valuable tax advice, can help you to build wealth and face your future with more confidence

Preparing the Next Generation for Wealth - Steps for Success

October 25, 2023

In the second and final post of our “Preparing the Next Generation for Wealth” series, we look at aspects to not overlook in the planning stages and ways you can help prepare the next generation to become good custodians of the family legacy.

Preparing the Next Generation for Wealth - Why It Matters

October 25, 2023

Most people turn to a financial advisor simply for a tax-efficient estate plan to ensure their heirs inherit as much as possible. But what good is that if the next generation are ill-equipped to deal with it, either because the money comes as a surprise or because they’re too entitled to handle such a windfall?

Why Are You Really Still Working?

October 18, 2023

Back in August we dedicated our blog posts to the theme of re-envisioning retirement as an opportunity to re-invent one’s life. Forbes is weighing in on the subject matter of why people who are nearing retirement age continue to work.

Adding New Money Part 1: Choosing the REIT path

October 4, 2023

If you are a long-term buy and hold investor with a typical cash, bond and stock portfolio you might be feeling a little down right now, no pun intended. Your portfolio probably peaked a couple of years ago and has been grinding along sideways since. But fear not, for those still accumulating, this is an opportunity.

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.

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