ETF Capital Management | Investor Education Blog

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.

Second Chance to Shine: Embrace New Beginnings

August 16, 2023

Many of us put our dreams and hobbies on the backburner for all kinds of understandable reasons – a job that will pay the mortgage or put the kids through college, to carry on the family business or to pay off debt, for example. For those who love what they do, an encore career offers them the chance to keep on going, albeit at a slower pace. For others, maybe the career you chose when you were 20 was the wrong one, or maybe after 30 years you simply want to try something else.

A Second Chance to Shine: An Introduction to the Important Benefits of Encore Careers

August 2, 2023

Ever wished you could do things over? Go back and study harder at school? Or pursue your dream career rather than settle for a steady pay cheque? Maybe you wanted to work overseas but didn’t get the chance. While no-one gets a Benjamin Button-style rewind option, the days of lamenting how you “missed the boat” could be over.

Dear 90 Year Old Me

July 27, 2023

This wonderful 4-minute video from our Head of Financial Life Strategies, Monique Madan (CFP), discusses one of the greatest predictors of future wealth.

Stop Asking, “What’s the Worst That Could Happen?”

July 6, 2023

Well-meaning friends and family members are full of advice and support when we are pursuing that ambitious goal or that risky next step. Some might ask, “what’s the worst that can happen?” While seemingly supportive and encouraging, research has shown that the appropriate retort is, “what’s the best that can happen?”

How To Develop A Positive Financial Mindset

June 26, 2023

So often we get in a rhythm of what we think we should do versus what creates harmony in our lives. We allow fear and negativity to creep into our consciousness, which limits our potential.

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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