Quintessence Wealth is thrilled to announce the addition of Arca Financial Group to the Q Wealth Partnership.
Jared Rabinowitz, Executive and Founding Partner of Q Wealth Partners, expressed his enthusiasm about the collaboration: "We are incredibly excited to welcome Arca Financial Group into the Q Wealth family. Arca’s principals are also part of the largest producer-owned MGA partnership in Canada, so they recognized in Q Wealth many of the same values, and advantages they have gained from a collaborative advisor-led Partnership approach. The team at Arca are among the most professional and capable advisory teams we’ve ever met, and we are privileged to have them choose Q Wealth above of all the many options available to them.”
Arca Financial Group, founded in 1999, is renowned for its client service and holistic financial management. The group are led by industry veterans John Lunz and Bill Vollmer, alongside key business succession partners, Thomas and Madelyn Lunz.
As a multi-generational firm, Arca Financial Group features a team of advisors who specialize in all the major facets of wealth management, ensuring that every client receives tailored guidance and support. Their philosophy of personalized, client-focused advice aligns seamlessly with Q Wealth Partners' values, making this partnership a natural fit.
John Lunz, the Founding Partner of Arca Financial Group, shared his sentiments on the partnership: "I am excited to be joining Q Wealth - a group of like-minded individuals that put the client first and focus on full financial planning. This partnership will allow Arca Financial Group to provide our clients with a better investment experience and institutional pricing through Q Wealth, working with a team of professionals using leading technology to better serve our existing and future clients.”
Bill added, “By embracing this strategic partnership, we're not only gaining access to superior solutions at more competitive costs, but we're also leveraging cutting-edge technology, including enhanced online access for our clients. Furthermore, this collaboration achieves a significant reduction in bureaucracy, streamlining our processes with considerably less manual paperwork and forms. This evolution represents our commitment to staying current with the times, leveraging efficiency, and helping to ensure our clients receive nothing but the best in wealth management services."
Thomas Lunz commented on the strategic fit: " Q Wealth is the answer to staying ahead of the curve in the constantly evolving financial environment, as we can bring together likeminded people that all have the long-term goal of improving client’s financial well-being, improving clients ‘sleep-at-night factor’ and achieving clients’ financial goals! Gaining access to institutional professionals means elevated access to markets, trading, and flexibility to adapt investment strategies to changing market conditions quickly and effectively. Q Wealth’s investment sophistication gives us more freedom to be with you through the good times, and help navigate through challenging times – always working together to benefit you, THE CLIENT.”
Madelyn Lunz added, " When discussing what is next for our firm, our top consideration was how we could positively impact the client experience, investment portfolios and fees. At Arca we are a full-service financial planning firm, and it was important for us to be aligned with a firm with similar values. We are excited to be working with Q Wealth Partners, a Portfolio Management firm that requires the highest level of fiduciary duty to the client. We believe clients will benefit from this partnership, and with our new toolbox we will continue to be able to offer the highest level of financial service.”
Stephen Gasparek, CMO & Head Of Partnership Development stated, "Partnering with Arca Financial Group is very exciting for me. Working with a firm that has a strong family succession plan in place with young leaders like Thomas and Madelyn gives me great confidence. Having next-gen leaders in the partnership helps ensure long-term continuity and success for Q Wealth and our Partners. Their forward-thinking approach aligns perfectly with our approach to pioneering next-generation wealth management solutions. I eagerly anticipate the collaborative efforts that will foster a future rich in opportunity and growth for our mutual clients".
Arca Financial Group is a significant addition to the Q Wealth Partners' network in terms of caliber of services, and the overall size of Arca’s business. Q Wealth was already the fastest growing Portfolio Management firm out of the approximately 400 firms served by National Bank’s Independent Network – the country’s largest provider of custodial services. The addition of Arca - and a half dozen other teams departing from large bank and insurance company owned dealers reinforces Q Wealth’s position as a leader in the Canadian wealth management industry.
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
