ETF Capital Management | Investor Education Blog

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.

Proposed Tax Changes in Canada Could Stifle Large Charitable Gifts

September 26, 2023

When making a larger charitable donation to your choice of cause(s) it is sometimes encouraged to consider donating investments (ie. not the cash proceeds) because of amazingly generous tax benefits.

Why The Hype Around Private Investments?

September 21, 2023

You may be hearing more about Private Investments these days and wondering if they are suitable. The first question you may have is why the focus on them now?

Why Wait Until Retirement To Maximize The Joy In Your Life?

September 6, 2023

Sometimes we spend so much time preparing for what’s to come, that we forget to maximize the joy in our every day.

Second Chance to Shine: The Numbers Game

August 30, 2023

Retirement no longer serves up connotations of aimless afternoons drinking tea and playing bingo. Instead – as explored in Parts 1 and 2 – increased life expectancy now offers a longevity opportunity: the chance to return to neglected passions and enjoy your later years while earning income in the process. However, just like with bingo, the numbers need to be right. A sturdy financial plan is paramount to maximising a fulfilling encore career.

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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