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Quintile Wealth Advisors - Financial Education and Investment Research

Quintile Wealth Advisors

http://www.qwa.co/

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Quintile Wealth Advisors - Financial Education and Investment Research | qwa.co Reviews

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Quintile Wealth Advisors

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1

Our Firm

http://www.qwa.co/our-firm

Robert W. Parypa. Is our pension and tax consultant. She graduated from Trent University with a Bachelor of Science in Economics. Kim has many years of experience in banking and in the administration of OMERS pensions. The fist meeting is $150. If, after our first consultation, you feel our services fit your personal needs, then the initial fee will be waived. Our fees are $235 per hour plus HST. Some of our clients find that a yearly retainer fee is more economical. Hand on the wheel.

2

Our Clients

http://www.qwa.co/clients

Women tend to be the primary caregivers in the family. Careers are typically interrupted to have children and care for elderly parents. As a result women tend to have less assets than men for retirement. Statically, we know that women live longer than men and will be spending part of their retirement alone. The divorce rate in Canada is around 40% precipitating the need for women to reorganize their lives in a short time frame in order to establish financial independence.

3

Wealth Management

http://www.qwa.co/our-services/wealth-management

Discretionary investment management is an arrangement where an investor hires a Portfolio Manager to manage money according to a set of parameters without having to discuss every transaction that takes place on an ongoing basis. We have partnered with licensed Investment Counsel to offer our clients full service discretionary portfolio management.

4

Coaching and Training

http://www.qwa.co/our-services/training-and-coaching

Why does it seem impossible to generate a real return on your investments? We specialize in delivering coaching and educational programs in the Toronto Canada area. Our courses and workshops include topics from understanding pensions to learning how to trade options. Bond yields are at 50 year historical lows. Equity markets are at historical highs. Combined with the hurdle of a high investment fee, taxes and inflation, few investors are growing their portfolios. Our unique training courses and personal ...

5

Pension Consulting

http://www.qwa.co/our-services/pension-consulting

Transferring UK Pensions to Canada. We have the expertise to assist you in transferring your UK pension to a Qualifying Recognised Overseas Pension Scheme. QROPS). This allows British expatriates who are Canadian residents to transfer their registered UK retirement savings to registered Canadian investments. We can model "what if" scenarios to determine some of the most important investor concerns. When can I retire? Will I have enough money to maintain my standard of living? Will I outlive my money?

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Quintile Wealth Advisors - Financial Education and Investment Research

Why does it seem impossible to generate a real return on your investments? A good conversation between an advisor and a client is a lost art. Quintile Wealth Advisors listen carefully to completely understand each client's unique perspective.

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