Quintessence (Q) Wealth officially announced the addition of Bird’s Eye Wealth Planners to the Q Wealth Partnership.
Having established offices in downtown Toronto, this latest Partner brand not only broadens Q Wealth’s alliance across Canada, but also highlights the firm’s exponential success as one of Canada’s fastest growing Portfolio Managers.
Stephen Gasparek, CMO & Head of Partnership Development stated "We are thrilled to announce a milestone addition to our team. Serious conversations with Sam began in September 2022, and since then, we have become close friends. Sam represents the next generation of advisors in Canada — dedicated to client advocacy, mentoring fellow advisors, and shaping industry trends. Notably, Sam is the first bank advisor to join Q Wealth as a platform Partner - marking a significant moment for our firm. It's an honour to welcome Sam onboard, and we are convinced that his contributions will be instrumental in our continued success at Q Wealth."
Q Wealth CEO Jared Rabinowitz commented, “For those advisors who are paying attention, this industry is shifting from an investment-led value proposition to something much more human centric – focused on the intersection of life design, coaching, planning, and how clients use their major asset classes (time, energy, and money) to maximize their life satisfaction. While one bank is running a campaign about getting a ‘return on life’ - the reality is bank culture, and advisor priorities lag way behind the latest slogan they paid for an advertising agency to cook up.
Rabinowitz added, “When we first met Sam Rook at an online fintech conference, he was doing a lot with social media (or at least trying), participating in a collaborative next-gen advisor network. You would think he was an independent advisor for sure, yet he was an advisor at the biggest bank in Canada. A year later we noticed he was attending the inaugural Future Proof event – one of the very few Canadian advisors dialed into contemporary media following the US RIA revolution. We reconnected with Sam sensing he would want to be part of what we are doing.”
At Bird's Eye Wealth Planners, Sam Rook is accelerating his mission to redefine the role of wealth planning in his practice. By leveraging the many support services - including the tech platform at Q Wealth - Rook brings far more value to his clients than just managing their investment assets. With a strong focus on goals-based financial planning as a foundational approach, Bird’s Eye Wealth Planners will help clients to plan, prosper, and live the life they want to live.
The move to join Q Wealth Partners stems from a mutual admiration for the integration of behavioural finance principles throughout the organization. This partnership empowers Bird’s Eye Wealth Planners to provide enhanced services and cater to their clients' evolving needs.
Sam Rook, Founding Partner of Bird’s Eye Wealth Planners shared “What’s exciting for me is to be able to build a modern financial advice practice focused on financial planning. In the options that I had researched, Q Wealth was the most forward-thinking, and was quite far ahead of everything else I had seen. They were running a much more modern business.”
He added, “Q Wealth gives me the support and safety that is important for putting my clients at ease but is also well ahead of the game in the industry in Canada. I think that it helps me build what I hope to, not just by using the best planning software, but also integrating behavioural finance.”
For Rook, the decision to join forces with Q Wealth was driven by the desire for more autonomy. The Q Wealth Partnership provides him with the freedom to shape his firm according to his vision.
This collaboration provides exclusive opportunities curated by Q Wealth Partners, aimed at guiding clients towards well-informed decisions and a better money/life experience. Through this partnership, Bird’s Eye Wealth Planners can blend their skills in relationship management and financial strategy with the existing strengths of Q Wealth, charting a flightpath to prosperity for clients and for both firms.
About Q Wealth Partners
Quintessence (Q) Wealth is a Partnership of Portfolio Managers - exclusively for advisors who want to own their practice and transcend the investment dealer world to become true fiduciaries. A support platform and advisory practice accelerator – Q Wealth integrates wealth management with financial planning and client experience. This is complemented by a comprehensive array of digital marketing, IT, cyber security, and compliance solutions. All this empowers Q Wealth Partners to focus on serving their clients at scale, and with deeper engagement. With advanced tools and resources at their side, QW Partners not only stand out, but can stand atop in an increasingly competitive and rapidly changing industry.
For Media Inquiries:
Contact: Stephen Gasparek
Email: stephen@qwealth.com
