When it comes to investment markets, as it is in life, there are no crystal balls. More often than not, making all-in and all-out investment decision in an attempt to perfectly time the markets and maximize returns, statistically leads to a worse outcome. We have curated a methodology that employs the use of investment tools which can tame volatility and deliver a more defined outcome.
Taming,
Not Timing
the Markets
Taming,
Not Timing
the Markets
When it comes to investment markets, as it is in life, there are no crystal balls. More often than not, making all-in and all-out investment decision in an attempt to perfectly time the markets and maximize returns, statistically leads to a worse outcome. We have curated a methodology that employs the use of investment tools which can tame volatility and deliver a more defined and consistent outcome.
OUR MISSION & VISION
At ETF Capital Management, our mission is to enhance your peace of mind by reducing investment volatility, to help you stay the course in order to achieve your personal long-term return targets. Our vision is to help you achieve the highest possible standard of living, enabling you to realize your best and most fulfilled life.
OUR 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.
Key highlights of our
Active-Taming Approach
Globally Diversified Portfolios
Over the past fifty years the Canadian markets have significantly underperformed international markets.
Active Currency Management
The right investment decision doesn’t always come attached to the right currency.
Tax Efficient Planning
Tax efficiency allows you to keep more of your returns!
Options give you
options
Naked Puts
The ability to buy below the market and get paid to do so.
Click here for a detailed breakdown of how Naked Puts work.
Click here for a detailed breakdown of how Naked Puts work.
Covered Calls
The ability to get paid to wait to sell at a better price.
Click here for a detailed breakdown of how Covered Calls work.
Click here for a detailed breakdown of how Covered Calls work.
Collar Strategy
The ability to get upside exposure while also having downside protection at the same time.
Click here for a detailed breakdown of how Collar Strategy work.
Click here for a detailed breakdown of how Collar Strategy work.
OUR SERVICES
What we can do for you.
Investors should expect more from their Advisors, than just product selection.
As a Registered Portfolio Manager, we fundamentally believe that in order to meet our Fiduciary Responsibility, a holistic approach must be taken to manage a household’s wealth.
OUR TEAM
Teamwork makes your dream work.
Larry Berman
Co-Founder, Chief Investment Officer, Portfolio Manager
Jared Rabinowitz
Founding Partner, Advisory Board Member
Mike MacMillan
Managing Partner, Portfolio Manager
Brett Rabinowitz
Managing Partner, Client Experience & Business Development
Catherine Dorna
Chief Compliance Officer, Portfolio Manager
Monique Madan
Head, Financial Life Strategies
CONTACT
Connect with us.
We look forward to meeting you.
Address: 5160 Yonge Street, Suite 1860, Toronto, ON M2N 6L9
Phone: 416.223.ETFS (416) 223-3837
Toll Free: 888.ETF.WRLD [1-888-383-9753]
ETF Capital Management and Q Wealth Partners are registered trade names 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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