Walker Family Financial joins Q Wealth, expanding its Canadian reach and enhancing wealth management services
Q Wealth Partners has announced its partnership with Walker Family Financial, a wealth management firm based in Owen Sound, Ontario.
This new alliance is set to expand Q Wealth's presence across Canada and underscores its rapid growth as one of the nation's fastest-growing Portfolio Managers.
Jared Rabinowitz, Q Wealth executive and founding partner, explained the synergy between the two firms. “When we meet prospective new Partners, we ask about their challenges and opportunities,” he said.
“Paul Walker and his team faced the enviable challenge of scaling their operations to manage potential growth, which aligns perfectly with our strengths at Q Wealth Partners in creating scale and efficiencies for advisory practices.”
Walker Family Financial has a 40-year history of providing financial advice, deeply rooted in community and family values. Their team offers a broad range of services including insurance, retirement planning, and income generation.
The firm has also developed the Infinity Program, specifically designed for high income and high asset individuals to deliver tailored wealth planning strategies.
Paul Walker, founding partner of Walker Family Financial, emphasized the client-focused nature of their decision to join Q Wealth. “Family is in our firm name because our clients are like family to us, and that mutual care extends beyond just financial advice,” he stated.
Stephen Gasparek, chief marketing officer and head of Partnership Development at Q Wealth, also commented on the partnership.
“Meeting Paul and his team made our decision easy. They are leaders in community involvement and philanthropy, and Paul's entrepreneurial spirit and charisma make him a valuable addition to our Q Wealth Advisory Council.”
This partnership grants Walker Family Financial access to exclusive investment opportunities curated by Q Wealth Partners, enhancing their capacity to guide clients toward achieving their specific financial goals.
By integrating their strengths in relationship management, risk assessment, and financial analysis with Q Wealth's resources, the partnership is poised to contribute significantly to Q Wealth’s ongoing success.
