The
Elevate Wealth

BLOG

Market Views
Tax Strategy
Investing
Financial Planning
Innovation
Life Stages
Bucket List
Giving Back
Financial Planning

Continued Growth

Our market outlook is generally optimistic. The outlook appears favorable, with opportunities in sectors like industrials and information technology, and we expect continued growth in the near term as the Federal Reserve becomes more accommodating.
Read Article
Financial Planning

A New Interest Rate Era Has Begun

The Bank of Canada reduced its benchmark interest rate three times in the last few months and there is a chance we will see further cuts this year. Are lower rates a good thing? Who would benefit and why are they doing this?
READ ARTICLE
Financial Planning

The Case for Private Debt

At Elevate Wealth, private debt investments have been a core holding in client portfolios for over a decade. They have helped provide more consistent returns with less volatility. Here is a more detailed look at what we mean by private debt.
READ ARTICLE
Financial Planning

Buying Tesla – With a Twist

A few months ago, we purchased Tesla (TSLA) shares in our QW Select Enhanced Global Equity Fund. Our view was that Tesla had been unfairly beaten down and that there was a strong chance it would rebound once some positive news started occurring. However, this is how we used options to reduce some of the risk.
READ ARTICLE
Financial Planning

The Importance of a Power Of Attorney

A Power of Attorney is a critical component of estate planning for every adult. Establishing a POA empowers children or trusted individuals to act on your behalf when you cannot, ensuring that your wishes are respected and upheld.
READ ARTICLE

All Blog Posts

Financial Planning

Cybersecurity in a Rapidly Changing World

Cybersecurity threats are constantly evolving. It is important to understand how you can protect your online safety and privacy. It is also important to understand how your accounts at Q Wealth are further protected.
READ ARTICLE
Innovation

The Age of AI has Begun – Part II

AI will continue to be controversial. There are fears and challenges about how AI will be used and how society will be impacted. You may remember there were also fears and doubts as smart phones became mainstream. But what are some of the potential benefits of AI?
READ ARTICLE
Financial Planning

Uncovering Biases

Uncovering biases can reduce investing mistakes. Biases are a natural part of the human decision-making process. What are some of the common biases and how can they lead to costly mistakes?
READ ARTICLE
Innovation

The Age of AI has Begun – Part I

ChatGPT was released on November 30, 2022, and reached over 100 million active users by January, making it the fastest app in history to reach this level of engagement. What is it and how will it help the average person?
READ ARTICLE
Investing

What Happens After a Bad Year in the Markets?

Like most years, 2023 is faced with a number of challenges that threaten the outlook for both the economy and markets. But in the last 85 years, two consecutive negative return years has only happened 3 times. Most of the time, strong positive years usually followed negative return years.
READ ARTICLE
Investing

Using Options for Downside Protection

As Portfolio Managers with Q Wealth, we are constantly looking for ways to improve our portfolio returns for our clients. Utilizing options is one approach we take to reduce the impact of market volatility. This blog outlines an example of how we utilize an option collar and discusses its benefits in an investment portfolio.
READ ARTICLE
Financial Planning

Key Facts & Deadlines for 2023

Here is a summary of the key facts & deadlines for 2023 that we thought you might find interesting.
READ ARTICLE
Financial Planning

Michael Holden Named One of the Top 50 Advisors in Canada

Michael was recently named one of WealthProfessional Canada’s Top 50 Advisors of 2023.
READ ARTICLE
Investing

US Stocks Suffer Worst Year Since 2008 Financial Crisis

TheS&P 500 was down almost 20% in 2022. Bonds lost about 16% as inflation surged causing central banks worldwide to hike interest rates. Most investors hold some mix of stock and bonds, and because both asset classes fared so poorly, typical balanced portfolios struggled as well.
READ ARTICLE
Investing

The Benefits of an Option Strategy – What We Learned in 2022

One of our core beliefs is that equity markets move higher over time. Investors will experience volatility and corrections, but equities should provide them with a good long-term return … if they remain invested.
READ ARTICLE
Investing

Are Markets Ripe for a Rebound?

The S&P 500 just posted its worst “first nine months” performance since 2002. It certainly feels like it. And sentiment indicators suggest investors don’t see improvement on the horizon. But some analysts, like BMO’s Brian Belski, expect a strong surge in the 4th quarter and believe the S&P 500 could be headed back above 4,800 to new record highs by the end of this year.
READ ARTICLE
Investing

2022 – Staying the Course

After the extreme market volatility of 2020, we were hopeful markets might have a more “normal” and calm stretch. Instead, it feels like investment markets continue lurching from one crisis to the next.
READ ARTICLE
Connect with us.
We’re here to help you
navigate your financial journey.
Location
820-570 Granville Street
Vancouver, B.C. V6C 3P1
Contact
info@elevatew.com
604-282-0618
Hours
Monday-Friday
9am-5pm PT
Disclosures
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 Elevate Wealth Management. As a client of Q Wealth, you may receive services from both Q Wealth and Elevate Wealth Management. Note that individuals from Elevate Wealth 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. Elevate Wealth 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.

Testimonials on this website were solicited and may not be representative of all clients
MENU
Home
Who We Are
Journey Based Planning
Growing Wealth
Managing Risk
Innovation
Contact
LEGAL
Legal
Privacy Policy
Cookie Policy
© 2024 Elevate Wealth Management
All rights reserved.