ETF Capital Management | Investor Education Blog

The Differences & Benefits of Working with an Independent Portfolio Manager vs Financial Advisor

January 20, 2022

Most Canadians will have weighed up the advantages of using an advisor at some point in their lives. But with more and more options open to the DIY investor, the question of whether to use a professional is one many people don’t fully understand.

Taming, Not Timing, the Markets

March 1, 2022

During long periods when markets remain calm, many retail investors are lulled by the slow and steady upward movement in the value of their portfolios. These are the times when the adage, “time in the market, not market timing, determines performance”, that seems to ring true.

Take it to the Tax: Tips and Strategies

April 17, 2022

Everyone is taxed, of course, regardless of whether you are low income or high-net worth. However, taking advantage of new and established tax benefits is invaluable.

Ukraine Invasion: Where do Investors Stand?

April 22, 2022

The Ukraine invasion has impacted markets and economies, and therefore affected everybody’s portfolios. But where has this impact been most felt, why and how should investors approach the months ahead?

An Alternative View

May 1, 2022

Emotionally and statistically, restricting your portfolio to variations on the stocks and bonds theme doesn’t make sense. Whether it’s income you need or protection from the next market correction, alternatives, with the right help from a trusted advisor, can add ballast to your portfolio.

Why Sitting Out Of Risky Markets Is A Bigger Risk Than You May Realize

May 10, 2022

Behavioural psychologists often talk about “loss aversion” or “negativity bias”. Both phrases essentially mean that people experience loss more intensely than gains.

Why Financial Planning Has A Reputation Problem

July 5, 2022

Professional advice should be your first phone call and if it isn’t, the industry has failed. Inheriting a large sum, or selling a business, can be an intense experience but it should be a pleasurable one.

Wealth Transfer: Preparing the Next Generation

July 18, 2022

Baby boomers have benefitted from a huge increase in net worth, driven by property values and equity markets, while life expectancy has increased, meaning they’ve also had more time to hold their assets and accumulate wealth.

Six Investment Myths Busted

August 3, 2022

You don’t have to look too far away from the big screen to see real-life examples of people whose actions have perpetuated the link between the wealth industry, untrustworthy characters and get-rich-quick trades.

Inflation … What Does it Mean?

August 8, 2022

Inflation, of course, is arguably the number-one concern among investors right now, not only for the impact it’s having on markets and portfolios but for the day-to-day impact on one’s wallet.

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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