Who We Are

Bringing Clarity to the Planning Process

As an independent, privately-owned firm, SBW Wealth Management delivers objective wealth management advice. Serving a limited number of families and businesses with complex financial needs, we can execute investment and planning ideas nimbly and efficiently. We take great pride in our team of highly skilled and dedicated professionals that allow us to provide the breadth of wealth management services that clients desire – including investment management, financial planning and tax & estate planning.

Years in the Community

Combined Years of Experience

Families Served

We work with clients to understand their goals, values, and vision.

SBW believes firmly in planning for legacy – for what will exist beyond ourselves – and that’s the reason that the firm and its team are so active in the community.

Quintessence Wealth (Q Wealth) is a partnership that is registered as a portfolio manager, exempt market dealer and investment fund manager. The portfolio manager registration allows Q Wealth to provide investment advice to its clients. The exempt market dealer registration allows Q Wealth to engage in trading activity. These services are provided by Q Wealth through registered advising representatives and dealing representatives, respectively.

Q Wealth is a partnership that is owned by its partners, including SBW Wealth Management. As a client of Q Wealth, you may receive services from both Q Wealth and SBW Wealth Management. Note that individuals from SBW Wealth Management will only provide investment advice and trading advice if they are registered as advising representatives and dealing representatives of Q Wealth, and in providing such services, they will be doing so on behalf of Q Wealth only. SBW Wealth Management may however provide wealth management services such as financial planning, estate and retirement planning, insurance, group benefits and others.

Q Wealth Partners is a registered trade name of Quintessence Wealth, a registered Portfolio Manager in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Quebec, and Saskatchewan, an Investment Fund Manager in Newfoundland and Labrador, Ontario, and Quebec, and an Exempt Market Dealer in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Quebec, and Saskatchewan. The Ontario Securities Commission (OSC) is the principal regulator for Quintessence Wealth. Please visit www.qwealth.com for more information.