About Us

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.

Keep in touch with us. Subscribe to receive the latest Qube news!

Prioritizing Your Needs

We believe one key aspect of excellent portfolio management is the relationship we have with you, our client. To set this relationship in motion, we create an Investment Policy Statement. This is an agreement between you and Qube at the start of our relationship. We also update the statement on a regular basis.

The Investment Policy Statement allows you to describe investment objectives, financial obligations, tax considerations, and any other considerations. It functions to guide the creation and ongoing management of your portfolio.

 

Your unique circumstances matter to us. Read more about how we make it matter.
A man hikes with his grandchild and his dog. If the man requires portfolio management that views the larger picture, he might benefit from a portfolio manager.

Trusted Fiduciaries

QIM, under both its current and predecessor registrations, has a clean compliance history, free of negative regulatory assessments, client complaints, or other compliance issues.

We have a full compliance regime, as required and reviewed by the industry regulator. All of our employees sign-off on an annual compliance acknowledgment, which includes disclosure of personal trading in accordance with our policy on personal trading and the CFA Code of Conduct.

 

Our ethical conduct goes beyond our legal obligations as fiduciaries. We recognize the gravity of managing your investments and always act accordingly.

WE MAKE YOUR GOALS MATTER.

Book a quick chat with us to see how we can help you achieve your vision.

About Us

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.

Keep in touch with us. Subscribe to receive the latest Qube news!

Prioritizing Your Needs

We believe one key aspect of excellent portfolio management is the relationship we have with you, our client. To set this relationship in motion, we create an Investment Policy Statement. This is an agreement between you and Qube at the start of our relationship. We also update the statement on a regular basis.

The Investment Policy Statement allows you to describe investment objectives, financial obligations, tax considerations, and any other considerations. It functions to guide the creation and ongoing management of your portfolio.

 

Your unique circumstances matter to us. Read more about how we make it matter.
A man hikes with his grandchild and his dog. If the man requires portfolio management that views the larger picture, he might benefit from a portfolio manager.

Trusted Fiduciaries

QIM, under both its current and predecessor registrations, has a clean compliance history, free of negative regulatory assessments, client complaints, or other compliance issues.

We have a full compliance regime, as required and reviewed by the industry regulator. All of our employees sign-off on an annual compliance acknowledgment, which includes disclosure of personal trading in accordance with our policy on personal trading and the CFA Code of Conduct.

 

Our ethical conduct goes beyond our legal obligations as fiduciaries. We recognize the gravity of managing your investments and always act accordingly.

WE MAKE YOUR GOALS MATTER.

Book a quick chat with us to see how we can help you achieve your vision.