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Market Views

The U.S. - Israel Attacks on Iran

After warnings from Iran, many tanker operators and major energy firms suspended shipments of crude oil, fuel, and liquefied natural gas through the strait, which carries over 20% of the world’s oil supply.
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Life Stages

Living Your Best Life

Last week was a sad one for our team: we learned that two long-term clients passed away on the same day. Our first thoughts go out to their families, of course.
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Financial Planning

Tariffs and Markets

The S&P 500 surged early and was up almost 5% near the end of February, then it dropped almost 20% over the next 6 weeks when large scale tariffs were first announced in early April.
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Market Views

Adding Protection in a Time of Tariff Uncertainty

Tariffs are now a major topic across North America. We have attached a robust commentary from the Q Wealth Partners investment team for anyone who wants to read more below.
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Investing

The Case for Private Equity

In the current financial environment, incorporating alternative asset classes like private equity has become crucial for achieving desired investment outcomes. Over the past decade, more investors have turned to private equity, seeking both strong returns and diversification to balance the instability often seen in public equities.
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Market Views

What's Ahead for 2024

We can all be guilty of cherry-picking data to support a narrative. A balanced approach considers what could go wrong as well as right.
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Financial Planning

Your Ideal Outcome for 2024

As you start the new year, what will increase your chances of achieving the outcomes you desire and avoid the risks of not reaching them?
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Financial Planning

Funded Contentment

What does happiness mean to you? Aligning your spending with the things that bring you joy, can lead to a more fulfilling life. Our latest blog explores the key questions to ask in retirement planning to help you plan for a sustainable lifestyle. A lifestyle centered around activities that you enjoy.
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Financial Planning

Achieving Financial Confidence

Rob Parrish was recently interviewed by Wealth Professional. We thought it was worth sharing the article as it does a fairly good job of capturing the vision and values that drive our team. Clients seem to agree with our approach as almost 80% have been with us for over 20 years. That speaks volumes about the depth of the relationships and the level of trust that has been built up over time.
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Market Views

June Market Update

Global markets have done well this year, but eight large companies – all of them involved in developing Artificial Intelligence (AI) – accounted for most of the gains in the US and Global indices. The picture is not so rosy when looking beyond these names.
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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.
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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?
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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?
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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?
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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.
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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.
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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.
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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
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