Our Origins

Our Kaleo portfolio was incepted in 2011 and, in 2012, Qube registered as a portfolio management firm. Though our office is located in Edmonton, we serve both Alberta and BC.

For over 17 years, we have operated out of the Kendall Building—named after Portfolio Manager Ian Quigley’s two daughters. In the fall of 2021, we completed renovations to the building, including energy-efficient features. Clients are welcome to drop by and say hi if they are in the neighbourhood!

An Independent Firm

We continuously strive to be as transparent as possible in all our operations. Clarity is one of our core values. Our clients understand that we are not required to sell certain funds, nor are we motivated by commissions. Even our research is done in-house. Because of our independence, we preserve our objectivity.

Though we frequently work in tandem with other business professionals like accountants and lawyers, we remain financially independent of them. When a client requires a professional referral, our investment counsellors—who are already very familiar with the client’s unique situation—assess their needs and refer them to the most appropriate professional. We consider factors like location, timeline, cost, and skillset—without the competing interests introduced by commissions. This is how we believe referrals should be done by all business professionals.

This independence has allowed us to set our own course. We made the decision to be a full-service firm, offering so much more beyond the typical investor experience.

Comprehensive Expertise

Qube is composed of portfolio managers, investment counsellors, analysts, and administrators. Our investment counsellors are professionals who empathetically assist investors in making and managing their wealth. To be qualified as a portfolio manager, extensive academic and practical investment research experience is required.

An investment counsellor will design and manage an investment portfolio consistent with your financial situation, including long-term goals, current income requirements, risk tolerance, and tax minimization.

If you are too busy to exhaustively research and manage your own investments, you will benefit from a conversation with Qube’s investment counsellors.

Trusted Fiduciaries

Our Origins

Our Kaleo portfolio was incepted in 2011 and, in 2012, Qube registered as a portfolio management firm. Though our office is located in Edmonton, we serve both Alberta and BC.

For over 17 years, we have operated out of the Kendall Building—named after Portfolio Manager Ian Quigley’s two daughters. In the fall of 2021, we completed renovations to the building, including energy-efficient features. Clients are welcome to drop by and say hi if they are in the neighbourhood!

An Independent Firm

We continuously strive to be as transparent as possible in all our operations. Clarity is one of our core values. Our clients understand that we are not required to sell certain funds, nor are we motivated by commissions. Even our research is done in-house. Because of our independence, we preserve our objectivity.

Though we frequently work in tandem with other business professionals like accountants and lawyers, we remain financially independent of them. When a client requires a professional referral, our investment counsellors—who are already very familiar with the client’s unique situation—assess their needs and refer them to the most appropriate professional. We consider factors like location, timeline, cost, and skillset—without the competing interests introduced by commissions. This is how we believe referrals should be done by all business professionals.

This independence has allowed us to set our own course. We made the decision to be a full-service firm, offering so much more beyond the typical investor experience.

Comprehensive Expertise

Qube is composed of portfolio managers, investment counsellors, analysts, and administrators. Our investment counsellors are professionals who empathetically assist investors in making and managing their wealth. To be qualified as a portfolio manager, extensive academic and practical investment research experience is required.

An investment counsellor will design and manage an investment portfolio consistent with your financial situation, including long-term goals, current income requirements, risk tolerance, and tax minimization.

If you are too busy to exhaustively research and manage your own investments, you will benefit from a conversation with Qube’s investment counsellors.

Trusted Fiduciaries