ETF Capital Management | Investor Education Blog

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.

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.

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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