ETF Capital Management | Investor Education Blog

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.

Humans Vs Retirement Podcast: How our money can make us truly ‘wealthy’ in retirement with Dr Daniel Crosby

June 5, 2023

We all know with certainty what we are retiring from but many of us do not have full clarity on what we are retiring to.

Recession Risk: When The Central Bank Stops Being Boring

May 26, 2023

The Bank of Canada’s monetary policy should be boring. Like a hockey or soccer referee, people shouldn’t notice it. If they do, it usually means a contentious decision has been made. Interest-rate policy and inflation figures shouldn’t be the main topic of discussion around an average family dinner table.

Not all Income is Equal – Three Categories to Consider in 2023

June 17, 2023

Now is a great time to look at your income investments. Recent interest rate hikes in North America have significantly reduced the prices, making 2023 an interesting entry point.

The Taxing Issue of Succession Planning

May 5, 2023

Whether it’s the sight of Logan Roy foaming at the mouth at his conniving, inheritance-sucking kids in Succession or the recent Federal budget, which outlined new rules around intergenerational business transfers, the passing down of family wealth is a core part of a good financial plan.

As Women Live Longer, They Should Also Plan For A Second Retirement

April 5, 2023

"Second Retirement" refers to the period after the death of the first spouse when the survivor must tend to household, financial and health matters alone. This article correctly points out that fewer still focus on the repercussions to the spouse who is left behind.

First Home Savings Account

March 28, 2023

Saving for your first home? The First Home Savings Account is a brand new way for people to save to buy their first home. Here is a Video Overview of the newly available registered account that can help many Canadians save towards their first home.

Key Dates For 2023

February 28, 2023

In this brief 3-minute video, our Head of Financial Life Strategies, Monique Madan CFP, gives you a look ahead to some important tax considerations for 2023.

Tax Season: Bucking the Trend

February 22, 2023

Even Albert Einstein, a man with a brain capable of solving the most complex physics equations, stumbled when it came to taxes. “The hardest thing in the world to understand,” he said, “is the income tax.”

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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