Fee Structure

As a fee-based private wealth management firm, the value we offer entails more than just creating a financial planning document. Our advice is a result of deep relationships, holistic planning, and our commitment to a high level of service. We focus on providing a superior wealth management experience by creating a sophisticated plan that encompasses all parts of your financial life.

100% Fee-Only Structure

Our advisory fee includes all ongoing financial planning services provided by us and investment management services provided by Quintessence Wealth. With our fee-only model, our success is measured exclusively by your success. That is our only incentive. Deep to our core, we believe this is not only the best way — it’s the right way.

Minimum Account Size: $500,000

If you have less than $500,000 and would like to speak to us about becoming a client, please reach out to discuss.

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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.