Q Wealth Partners is proud to announce Callan Wealth Management has joined the Partnership. Led by Managing Partner, and Associate Portfolio Manager, Patrick Callan, the firm has a long-standing reputation for its expertise in pension planning, wealth preservation, and retirement planning. With a shared vision of delivering superior financial services, Q Wealth Partners and Callan Wealth will leverage their combined strengths to offer clients a wider range of investment opportunities and personalized financial strategies.
Executive Partner Jared Rabinowitz notes “Patrick and Trevor are the quintessential Q Wealth Partners – both with long careers ahead of them, they recently bought out a retiring advisor and started looking at how to make their own mark and modernize the practice. At first, they looked at putting the technology and structural puzzle pieces together themselves. Then their independent dealer was sold to a bank, and they began searching for opportunities with more agile and progressive firms. That’s when they found Q Wealth and the fit was great.”
Key Benefits for Clients
This collaboration opens doors to expanded investment opportunities provided by Q Wealth’s pension fund style asset management capabilities, aimed at helping clients achieve their unique financial goals with less volatility and greater consistency.
“We chose Q Wealth Partners for several reasons, with the primary goal to better serve our clients. Our aim was to access superior tools, technology, and resources that will support our future direction.” said Patrick Callan, Managing Partner. “Q Wealth Partners has not only delivered but has surprised us; every Q Wealth team member and partner has been exceptional. It’s nice to be surrounded by great people.”
Trevor McMurtrie, Wealth Advisor adds, “It’s exciting to join early and be a part of building something special that will provide such a great experience and value to people of all walks of life. Being able to leverage the wealth management expertise of multiple QW Partner firms, and the core team of Q Wealth portfolio managers give us confidence we are providing our clients with great solutions. This will naturally result in spending less time on administration behind the screens, and more time with our clients.”
With this partnership, Callan Wealth will offer a holistic approach to wealth solutions and personalized guidance, promising an even greater value proposition for their clients. Existing and prospective clients can look forward to the enhanced services and expertise that this Partnership brings.
Stephen Gasparek – Q Wealth’s head of marketing and Partner admissions - added “Callan was looking for tools to integrate the portfolio management and financial planning systems to the CRM, and digital client experience. They also value our boutique marketing services, which are helping them upgrade their brand and amplify their reach in the Red Deer community. They looked around at the options and concluded that Q Wealth was the clear leader, and we’re excited to have them join the Partnership.”
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
