About the Partnership
As an award-winning financial planning firm1, True North Retirement Counsel brings a proven track record in financial planning and wealth management, perfectly aligning with Q Wealth Partners' commitment to offering robust wealth management solutions.
"We are thrilled to welcome True North Retirement Counsel to the Q Wealth Partners family," said Sara Hilliard, COO of Q Wealth Partners. "True North's decision to move to Q Wealth was motivated by a strong desire for enhanced comprehensive services. Instead of navigating his journey to become a Portfolio Manager on his own, Conrad and Lori are tapping into the guidance and support Q Wealth provides to deliver the highest financial planning standard and offer investment services to their clients through Q Wealth. Conrad has also noted that he was motivated by Q Wealth's community of partners, which aligns with the business vision through the QPAC."
Conrad Toner, Wealth Advisor and Managing Partner, adds, "Q Wealth was the right choice for us for several reasons. While maintaining our independence, we can join with like-minded partners to share client-focused solutions, advanced technologies, and sophisticated financial planning software. The fiduciary duty of a PM firm will ensure our clients' best interests are always top of mind in an ever-evolving complex financial environment."
Benefits for Clients
Clients of both firms will benefit from enhanced services, including a more comprehensive array of investment options, advanced technology, and an expanded team of financial experts committed to their financial well-being.
Paulo Songane, True North’s new Financial Planner and Relationship Manager, remarks, "Having financial planning at its core with a focus on behavioural finance is a perfect match for our firm. Also, with the Q Wealth portfolio management team's in-house investment expertise, our clients can access a wider range of custom investment solutions to build more efficient and lower-cost portfolios."
Lori Toner, Director of Operations and Managing Partner, states, "Q Wealth partnership allows us to leverage our time and expertise so that we can spend more time with clients on the things that matter most to them in their journey to achieve their ideal life."
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
[1] “PlanPlus Canada Financial Planning Awards” PlanPlus announces Canada National Financial Planning Awards winners | InvestmentExecutive
