ETF Capital Management | Investor Education Blog

Protecting What Matters: Estate Planning & Dementia

November 20, 2024

The deterioration of the brain, however, robs people of the latter. For that individual, coming to terms with the reality, confusion and memory loss must be terrifying. For loved ones turned carers, it is heartbreaking and the emotional toll heavy.

Empowering Future Generations Through Financial Literacy

November 4, 2024

In Canada, November is recognized as Financial Literacy Month, making it an ideal time to dive deeper into what you know and where you can improve.

The Road Ahead: Portfolio Opportunities

September 9, 2024

In the first part of our blog series on the November US election and its potential influence on your portfolio, we looked at the historical market numbers relating to an election year. In this second and final part of our blog series, we will look at where there may be some opportunities, based on whether you are feeling a blue or red victory is coming.

Looking at the Historicals

September 9, 2024

As we say goodbye to summer and turn our attention towards the final quarter of the year, we thought at least a few investors out there may be trying to figure out what a Trump or Harris American means for their portfolios and if there are some opportunities to reposition for the road ahead.

No Champagne but a New Interest Rate Era has Begun

August 22, 2024

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.

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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