We’re not just wealth managers; we’re your partners. Let’s make wealth matter together.

Qube Investment

Management Inc.

black-and-white illustration of a bird's nest perched on tree branches, containing several eggs, symbolizing the concept of a "nest egg," and representing savings or financial security set aside for future needs 
SINCE 2000

INDEPENDENTLY OPERATING IN ALBERTA AND BRITISH COLUMBIA

Our team is committed to clarity, consistency, and genuine care for our clients’ goals. We believe in making every decision and every investment matter, ensuring the highest ethical standards and maintaining independence from corporate influences. At Qube, our first priority is helping clients achieve their financial goals.

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Academically-Driven wealth MANAGEMENT

We strive to make a meaningful difference in your life through strategic investment management. Our approach is transparent and tailored, ensuring that your financial priorities guide your investments.

black-and-white illustration of a piggy bank, a classic symbol of savings, financial security, and funds management, evoking themes of careful planning for long-term financial goals like retirement funds

PORTFOLIO MANAGEMENT

Driven by proprietary research meticulously conducted by a dedicated team of analysts, Qube leverages our breadth of expertise to craft portfolios tailored to meet each client’s unique needs. Trust Qube to manage your investments and help make your financial aspirations a reality.

black-and-white illustration of a briefcase, a traditional symbol of business. The leather briefcase has straps and a handle

PRIVATE Business VALUATIONs

Whether planning to sell, expand, or prepare for succession, our business valuations empower business owners to make informed, strategic decisions. Benefit from comprehensive valuations completed by our Chartered Business Valuation team.

black-and-white illustration of a house, representing the concept of well-being, community, and comfort. The house has a front porch, windows, and a chimney

QUBE CHARITABLE FOUNDATION

We embody the spirit of making wealth matter through philanthropy that's as strategic as it is heartfelt. The Qube Charitable Foundation supports donors in developing a philanthropic vision in alignment with their values and charitable objectives.

APPROX. $400 MILLION ASSETS UNDER MANAGEMENT

AUM is comprised of holdings at National Bank Independent Network, Group Savings Plans, and Segregated Funds.

13.8% AVERAGE RETURN SINCE INCEPTION

As of September 30 2024

Not sure if Qube is right for your situation? See if Qube might be a fit for you HERE.

MEET THE TEAM

Our team’s expertise spans a variety of focuses and special interests. From financial planners to business valuators, we’re proud to boast the knowledge necessary to make your wealth matter.

LET’S FIND OUT HOW WE CAN MAKE WEALTH MATTER FOR YOU.

 INSIGHTS FROM THE EXPERTS 

EDUCATION

COMMENTARY: July 2024
COMMENTARY: July 2024

Not every investment decision pans out and, like everyone, we’ve made mistakes in the past. The difference with Qube is that we embrace those mistakes and extrapolate on why we made the decisions we did. Qube not only reflects on the dogs in the portfolio, but lays out the best practices of our deliberation process.

Read more about Qube’s investing philosophy, along with provincial tax disparities and the moral boundaries on tax planning, in this edition of our Commentary.

Funds vs. Portfolios
Funds vs. Portfolios

There are a number of different investment models, tools, and techniques for individuals seeking to take a holistic approach to their financial well-being. Although these models are all ultimately aimed at fulfilling the same purpose (maximizing returns in an effort to meet an investor’s financial goals), each method must be carefully examined in order to make informed investment decisions. Funds and portfolios are two key vehicles for investors to examine and understand. What exactly are funds? What are portfolios? How do these tools differ?

Self-Administered Health Plans
Self-Administered Health Plans

While corporate-sponsored health plans provide employees protection from the expense of drugs, dental, vision and other healthcare, they also provide a tax-efficient form of compensation. Health plans in Canada, also called Private Health Service Plans (PHSPs), are a deductible expense to the corporation and a non-taxable benefit to employees.

COMMENTARY: January 2024
COMMENTARY: January 2024

Envision your fantasy sports team. Now, you might be tempted to draft players who are on a hot streak. And we’ll admit, there is a certain appeal to being part of the fervour. But it would be a shame to miss out on the less-lauded players who have a reliable history of good performance.

COMMENTARY: July 2023
COMMENTARY: July 2023

Why do we restrict the Kaleo portfolios to a limited number of companies? Well, it’s our belief that a focus on quality rather than quantity will lead us to better returns for our clients. Explore our perspective with this latest edition of our Semi-Annual Commentary.

COMMENTARY: January 2023
COMMENTARY: January 2023

All these years, Qube’s Owner and Portfolio Manager, Ian, has harboured a pretty intense secret. Using Meta as a case study, he reveals why market gossip, though entertaining, can limit investing success. Uncover the truth!