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HomeWealth ManagementQ wealth provides new associate agency, retirement specialists

Q wealth provides new associate agency, retirement specialists


Q Wealth companions has added one other associate agency to its rising roster. Peterborough, On. primarily based True North Retirement Counsel has joined the agency. The objective of the partnership, in line with a press launch, is to make use of the complementary strengths of True North and Q Wealth to serve extra high-net-worth people in Canada.

“Q Wealth was the appropriate alternative for us for a number of causes,” says Conrad Toner, Wealth Advisor and Managing Associate at True North Retirement Counsel. “Whereas sustaining our independence, we will be a part of with like-minded companions to share client-focused options, superior applied sciences, and complicated monetary planning software program. The fiduciary responsibility of a PM agency will guarantee our shoppers’ greatest pursuits are all the time prime of thoughts in an ever-evolving complicated monetary atmosphere.”

The press launch famous that shoppers of each corporations will now be capable of profit from enhanced companies, together with a wider vary of funding choices, a deeper crew of consultants, and extra superior know-how.

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