Quintessence Wealth
Quintessence Wealth


Quintessence Wealth is a Partnership by Portfolio Managers, exclusively for Portfolio Managers with well established practices and an entrepreneurial spirit.

Purpose built as a state of the art support platform, and practice accelerator – Quintessence empowers our Partners to focus on serving their clients and growing their businesses. With our advanced digital tools and resources at their side, QW Partners not only stand out, but can stand atop in an increasingly competitive and rapidly changing industry.

We focus on the Portfolio Management space because, of all categories of adviser registration in Canada, only Portfolio Managers are held to a fiduciary standard and require the utmost level of credentials and proficiency.

Quintessence attracts some of the highest-caliber professionals and most successful teams in the wealth management industry. Our rigorous, selective evaluation process ensures that we affiliate only with high-performers who share our goals and values. As such, membership in Quintessence is by invitation only.

Elite Advisers Belong at Quintessence Wealth




  • the most perfect or typical example of a quality or class.
    “she is the quintessence of the advisory profession”
    synonyms: perfect example, exemplar, epitome, embodiment, ideal, apotheosis;
  • the aspect of something regarded as the intrinsic and central constituent of its character.
    “we believe that asset allocation is the quintessence of portfolio strategy”
    synonyms: essence, soul, spirit, nature, core,
    heart, crux, kernel,
    marrow, substance;
  • a refined essence or extract.