OUR PARTNERS AREN’T EMPLOYEES,
THEY ARE OWNERS.
NOT JUST TOKEN SHAREHOLDERS.
OWN THE ENTIRE COMPANY
Founded in 2006, Quintessence Wealth is not a dealer, we’re a Partnership of independent Portfolio Managers who share a passion for excellence and an entrepreneurial spirit.
We’re more like a law firm Partnership than a traditional bay street dealer. In our model, Partners continue to own and operate their own practice, while benefiting from the support, resources and economies of scale of the collective.
Your amount of ownership in the overall firm is driven by the relative size and growth of your business over time so growth in your practice accrues entirely to you as opposed to being redistributed.
Have you ever dreamt of starting your own firm, where you could do things right, but worried it would divert your time away from focusing on your clients? Quintessence truly delivers the best of both worlds with none of the uncertainty and distractions.
At QW – You Don’t Work for the Banks, the Banks Work for You
Quintessence partners are Entrepreneurs, not employees. We don’t work for the banks – the banks work for us. We can choose which custodians to place client assets with, and which counter-parties to trade with. This gives us access to the resources we need, while encouraging competition for our business – resulting in the very best pricing and terms for clients.
Our Partners join us as independent-minded business owners – looking to elevate their practices, accelerate their growth and become highly efficient – so they can focus on what they do best – to create value for their clients.
Align with Your Clients’ Best Interests
Lower costs for your clients, while delivering better service, improving margins and efficiencies. We deliver the tools, resources and infrastructure to support your fiduciary responsibilities in a conflict-free environment.
Build Your Brand
You’ve worked hard to build your brand. Your clients are loyal to you, not a logo. At Quintessence we understand this and, what’s more, our team of marketing experts will work with you to enhance your professional image. You decide whether to position the Quintessence Wealth platform front and center, or behind the scenes when dealing with your clients.
THE PLATFORM FOR
ELITE ADVISERS DESERVE
THE BEST SUPPORT TEAM
THE BEST SUPPORT TEAM
By admitting only the highest quality teams as partners, requiring sophisticated practices with large HNW client bases, and limiting the size of the partnership, we’re able to provide a level of support, speed, and agility as an organization that is not otherwise possible.
This high performance framework is powered by some of the top talents in the financial industry. The result is an unheard of “power-to-weight” ratio that allows us to cut through red tape, adapt rapidly to today’s disruptive environment, and accelerate your practice to the next level.
ABOUT THE QUINTESSENCE PLATFORM
Quintessence provides the tools, technology, resources and means of implementing to help you serve your clients better, and grow your business intelligently. We offer a level of support that vastly exceeds what a traditional dealer would offer, and do so at a cost that is among the most competitive of all firms. We believe this results in the absolute best platform for those Partners would qualify to join us.
At Quintessence, Portfolio Managers have access to virtually any investment you might want, and so much more. We support investment management techniques that most retail investment dealers cannot. We also use advanced trading software, direct market access, and algorithms not generally available to advisors. From creating your own Pool Funds, to using peer Pools to Multi-Manager strategies, and everything else in between…there isn’t much we can’t offer.
Money, markets and everything we know about our client’s lives are 1’s and 0’s. Data is the fuel our service model runs on. It all starts with the right architecture, built on the world’s leading CRM platform – then refined for financial advice as its core function.
Continually enhancing your practice is an absolute necessity to not only compete, but to thrive. Quintessence supports you through Business Structuring, Coaching, and enhancing your client value proposition and financial planning processes so that you can boost client engagement, watch your competitors fall behind in your rear-view mirror.
Quintessence, through our dedicated team of seasoned marketing professionals, helps you bring your brand and marketing communications to a higher level. Whether it’s creating customized collateral, digital marketing and social communications, your web presence or your clients events – the Quintessence team ensures your brand is visible and professional from any angle.
STRUCTURE & FINANCIAL
Total ownership of your practice with all the benefits and tax planning opportunities of being an incorporated business owner. We offer unparalleled upside participation in the collective growth of the firm. Scale benefits will improve your net margins, and financing solutions can power your growth, acquisitions, or succession planning.
Operational Excellence isn’t simply a strategic goal, it’s a foundational requirement. Quintessence takes on more of the operational duties so that you can stay focused on your client’s goals. From digital onboarding, dedicated support concierge, trading and execution, HR solutions, day-to-day operational tasks and virtual team architecture – Quintessence takes “top adviser support” to the next level.
Our high-tech approach to compliance reduces the inefficiency and drag caused by the most time consuming aspects – record keeping, updating documentation and KYC information. By eliminating SRO’s like IIROC and MFDA from our framework, we register directly with the securities administrators and streamline our compliance profile.
BEYOND WEALTH MANAGEMENT
EXPLORE THE Q-GROUP
The Quintessence Group of companies includes a portfolio of complimentary support services – all delivered for the benefit of our Partners. Our aim is to provide best-in-class solutions, custom designed for Portfolio Management teams.
BUILD YOUR BRAND & GROW YOUR PRACTICE
PROSPER EXPERIENTIAL MEDIA
Growing your practice is your greatest opportunity to create wealth, and supercharge ownership in the QW Partnership. Our in-house marketing agency has built a totally connected infrastructure to help you engage leads and referrals as if they were already clients – building personal relationships that result in great clients. We combine the best of digital and social media marketing, with the experience of one of Canada’s foremost recording artist marketing specialists. There’s nothing else quite like it.
LOOK LIKE A STAR
WITH OUR ADVISER MARKETING SOLUTIONS
A COMPLETE SOLUTION FOR INSURANCE ADVISORS
At Quintessence Insurance Inc., we combine leading back office support and exceptional technology to provide you with an easy and convenient platform for all your client’s insurance needs. In partnership with Hub Financial, we have direct access to all major carriers across Canada allowing us to provide you with the convenience of local support and the security of national scope and size – all with the most favourable terms..
HOW TO JOIN
Quintessence Wealth is a Partnership of limited size and rigorous quality control. For these reasons we do not actively solicit members from the adviser community. A personal invitation is required to engage our team about joining the firm. The best way to be invited is by way of a personal introduction from one of our team, or Partners.