WE WANT YOU TO SEE THE WHOLE PICTURE

More than $300 Million Assets Under Management

Assets under management is comprised of Kaleo holdings at National Bank Independent Network, Group Savings Plans, and Segregated Funds.

13.4% Average Return Since Inception

Inception Jan. 3, 2011

Qube Investment Management Inc. is a registered portfolio management firm in the Provinces of Alberta and British Columbia and was a registered portfolio management firm on June 25, 2012. Any return period cited before this date was prior to QIM being registered as a portfolio management firm. Inception was Jan 1, 2011 and all returns are for a modelled portfolio initiated at $500,000.

0.9% MER Portfolios (Over $1M)

First 36 Months

– $250-$500K 1.75% MER
– $500K-$1M 1.6% MER
– $1-$3M 1.2% MER
– $3-$5M 1.1% MER

After 36 Months

– $250-$500K 1.45% MER
– $500K-$1M 1.3% MER
– $1-$3M 0.9% MER
– $3-$5M 0.8% MER

Your Wealth Matters

Your Investments Matter

One should not compromise independence or objectivity.

OUR

TEAM


We are one of the few Canadian Portfolio Managers that are independently owned and operated.

WE WANT YOU TO SEE THE WHOLE PICTURE

More Than $300 Million Assets Under Management

Assets under management is comprised of Kaleo holdings at National Bank Independent Network, Group Savings Plans, and Segregated Funds.

13.4% Average Return Since Inception

Inception Jan. 3, 2011

Qube Investment Management Inc. is a registered portfolio management firm in the Provinces of Alberta and British Columbia and was a registered portfolio management firm on June 25, 2012. Any return period cited before this date was prior to QIM being registered as a portfolio management firm. Inception was Jan 1, 2011 and all returns are for a modelled portfolio initiated at $500,000.

0.9% MER Accountants (Over $1M)

First 36 Months

– $250-$500K 1.75% MER
– $500K-$1M 1.6% MER
– $1-$3M 1.2% MER
– $3-$5M 1.1% MER

After 36 Months

– $250-$500K 1.45% MER
– $500K-$1M 1.3% MER
– $1-$3M 0.9% MER
– $3-$5M 0.8% MER

Your Wealth Matters

Your Investments Matter

One should not compromise independence or objectivity.

OUR

TEAM


We are one of the few Canadian Portfolio Managers that are independently owned and operated.