Bird's Eye Wealth Planners partners with Q Wealth, enhancing wealth management services in downtown Toronto
Quintessence (Q) Wealth has officially welcomed Bird’s Eye Wealth Planners to the Q Wealth Partnership, marking a significant expansion of their network in downtown Toronto.
This partnership underscores Q Wealth’s status as one of Canada’s fastest-growing Portfolio Managers.
Stephen Gasparek, CMO and head of Partnership Development at Q Wealth, expressed enthusiasm about the new partnership and Sam Rook, founding partner of Bird’s Eye Wealth Planners.
“We are thrilled to announce a milestone addition to our team. Serious conversations with [Rook] began in September 2022, and since then, we have become close friends.”
Jared Rabinowitz, CEO of Q Wealth, commented on the industry’s shift towards a more human-centric approach.
“For those advisors who are paying attention, this industry is shifting from an investment-led value proposition to something much more human centric – focused on the intersection of life design, coaching, planning, and how clients use their major asset classes (time, energy, and money) to maximize their life satisfaction.”
He continued, “While one bank is running a campaign about getting a ‘return on life’ - the reality is bank culture, and advisor priorities lag way behind the latest slogan they paid for an advertising agency to cook up.”
Rabinowitz also shared insights into their connection with Rook, stating, “When we first met Rook at an online fintech conference, he was doing a lot with social media (or at least trying), participating in a collaborative next-gen advisor network.”
“You would think he was an independent advisor for sure, yet he was an advisor at the biggest bank in Canada. A year later we noticed he was attending the inaugural Future Proof event – one of the very few Canadian advisors dialed into contemporary media following the US RIA revolution. We reconnected with [Rook] sensing he would want to be part of what we are doing.”
The partnership with Q Wealth stems from a mutual admiration for the integration of behavioral finance principles.
Rook shared his excitement about the new venture. “What’s exciting for me is to be able to build a modern financial advice practice focused on financial planning. In the options that I had researched, Q Wealth was the most forward-thinking, and was quite far ahead of everything else I had seen.”
