Peterborough based team adds new expertise to growing independent firm
Q Wealth partners has added another partner firm to its growing roster. Peterborough, On. based True North Retirement Counsel has joined the firm. The goal of the partnership, according to a press release, is to use the complementary strengths of True North and Q Wealth to serve more high-net-worth individuals in Canada.
"Q Wealth was the right choice for us for several reasons,” says Conrad Toner, Wealth Advisor and Managing Partner at True North Retirement Counsel. “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."
The press release noted that clients of both firms will now be able to benefit from enhanced services, including a wider range of investment options, a deeper team of experts, and more advanced technology.
"We are thrilled to welcome True North Retirement Counsel to the Q Wealth Partners family," says 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."
Q Wealth describes itself as a partnership of portfolio managers available exclusively to “advisors who want to own their practice and transcend the investment dealer world to become true fiduciaries.” They offer a support platform for advisors designed to integrate wealth management with financial planning and the client experience.
In announcing the partnership, Lori Toner, Director of Operations and Managing Partner, says, "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."
