Quadrant Private Wealth is registered as a Portfolio Manager with the British Columbia, Alberta, Manitoba, Saskatchewan, and Ontario Securities Commissions. Quadrant is also registered as an Exempt Market Dealer in Alberta, Manitoba, Saskatchewan, and Ontario. Additionally, Quadrant is registered as an Investment Fund Manager with the Manitoba and Ontario Securities Commissions.
Your assets are held with independent third-party custodians such as Fidelity Clearing Canada, RBC Investor & Treasury Services, and National Bank Independent Network (a division of National Bank Financial Inc.). Quadrant Private Wealth itself does not hold any of your assets.
The optimal meeting frequency depends on your circumstances. Typically, meetings are more frequent for new clients or those who are working through items such as a wealth plan, an estate review, an insurance requirement, an update to their Investment Policy Statement, or a material change in their personal circumstances. Every meeting with Quadrant is rich, comprehensive, and focused on your unique situation. We are here for you.
We provide you with an engagement letter outlining the details of the services you will receive and a detailed explanation of the fees you will be charged. Fees are calculated quarterly in arrears based on the average market value of your assets in the quarter. Fees are payable and deducted from your account following the end of the quarter, along with GST or HST where applicable. For example, fees for the period from January to March are paid in early April. Investment management fees payable on non-registered assets are tax deductible. Quadrant’s fees are transparent and fair. Read more on our Fees
We understand that you will need to perform your own due diligence on our firm, and client references are a part of that process. Once we agree that a relationship between you and Quadrant is possible, we can provide client references. Please note that some clients, for personal reasons, have indicated that they do not wish to be involved in the referral process. We always respect such requests for confidentiality. Our Testimonial page might provide some useful insights for you as well.
Yes. We can help you with your insurance needs through Quadrant Estate & Insurance Services (QEIS). Insurance needs are typically identified after you have had a financial independence review completed. QEIS offers life insurance (term, whole life, universal life), disability insurance, critical illness, annuities, and more sophisticated strategies.
Quadrant manages RRSPs, RRIFs, LIRAs, LRIFs, TFSAs, RESPs, individual cash accounts, and trust and corporate accounts. Quadrant also provides investment management and advisory services to foundations and pension plans.
You will receive regular reports (monthly if there is activity) from the independent custodian and quarterly reports directly from Quadrant. More frequent Quadrant reporting is available upon request. Read more on Reporting