Transition
Resource Centre
We are incredibly fortunate to have clients like you that have been with us for over 40 years. The financial world is evolving rapidly, we want to ensure we are positioned to evolve with it. Ultimately, we want to continue providing you with the highest standard of financial planning and client service.
A Message from Paul Walker
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We are incredibly fortunate to have clients like you that have been with us for over 40 years. The financial world is evolving rapidly, we want to ensure we are positioned to evolve with it.
Ultimately, we want to continue providing you with the highest standard of financial planning and client service.
Frequently Asked Questions
Who is Q Wealth Partners and why are we partnering with them?
What is a Portfolio Management Firm?
What is a Custodian?
Who does Q Wealth use as their custodian to safe guard client assets?
How will the management of my account change?
Will my fees change?
What is involved in the onboarding process?
How will the client experience change?

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