Tax Strategy

April 13, 2022 by OneLife Wealth Management in Financial Planning

There is nothing certain in life except death, taxes, and a Leafs playoff defeat. But at least when it comes to filing your yearly CRA return, investors can claim a

Financial Planning

2022 Essential Tax Numbers & Key Dates

March 1, 2022 by OneLife Wealth Management in Financial Planning

2021___2022_Key_Dates___Quick_Facts 2022_Essential_Tax_Numbers

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 OneLife Wealth Management. As a client of Q Wealth, you may receive services from both Q Wealth and OneLife Wealth Management. Note that individuals from OneLife 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. OneLife 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.