Our commitment to you

Clarity, Consistency, and Commitment

 

Our team of portfolio managers and analysts are committed to providing you with a holistic, diversified, and personalized investment experience. Our goal is to make it matter because your investments mean more than just a rate of return. Your goals must shape what we do—whether they are focused on ensuring a comfortable retirement, growing a business, taking care of later generations, or something else more intangible.

Our mission to make it matter requires more than a few signed forms and a money transfer. It requires us to understand you and your family,  which is why we strive for regular communication.

We pride ourselves on being one of Alberta’s only independent, research-based portfolio management firms. We commit to remaining independent and free from corporate influence or bottom-line objectives. Your needs will always drive our decisions and practices.

Qlient Experience Managers

We prioritize the client experience. The new Qlient Experience Management team will be your go-to guides whenever you have a question or concern.

Qube has three registered portfolio managers and numerous services available to you. As you grow with Qube and your goals evolve, this new team will be able to best direct you to the portfolio manager with the most appropriate area of expertise. The aim is more efficient, streamlined service.

A man in a suit and two smiling women. These three make up the team dedicated to upholding our client service commitment.

Have questions about any of our services?

Reach out to discuss with our team.

What will your first year with Qube consist of?

 

1. Preplanning

We want to ensure that we are on the same page regarding your needs, priorities, and vision for the future. Before we invest, we will create an investment proposal and a retirement plan.

2. Welcome Letter

You will receive a letter outlining all of our comprehensive services available to you. These services are included in your fees!

3. Weekly Updates

During your account set-up and security transitions, we will let you know how things are progressing on a weekly basis.

4. Debrief Meeting

We will meet with you post-placement to review your accounts.

5. Quarterly Contact

Every three months, our team will reach out to update you on your portfolio.

Ongoing Commitment

An Investment Policy Statement

— This document captures how you wish your funds to be invested, including quality and diversification criteria and performance evaluation plans.

Quarterly Statements

— These statements show you not only the transactions completed over the quarter, but also your account performance and how it benchmarks to other investors.

Annual Know-Your-Client Meetings

— We believe a meaningful annual meeting is a minimum to making your wealth matter. At these meetings, we seek financial planning opportunities including asset protection and tax reduction.

Semi-Annual Commentary & Qub[Ed]

— Published in July and January, our Commentary editorializes our navigation of current markets, and Qube[ED] articles explore financial planning worth considering. Read the latest Commentary here.

Retirement Plans

— We aim to update all client retirement plans every three years unless you opt out.

Risk Management Assessment

— Many Canadians are under-insured. We want to change this and use only low-commission insurance products where insurance is proven necessary.

Will Reviews

­— We provide a unique perspective on will planning that supplements work done by clients’ lawyers. We look to help update client wills following all major life events (unless you opt out). Read our article “7 Essentials of Estate Planning” to better understand the many facets of a well-prepared will.

Estate Scope

— Estate distribution and tax analysis becomes meaningful for most clients over 50. We aim to update this scoping work every five years (unless you opt out).

 

Our passion is to discover undervalued companies to include in your portfolio, analyzing the investing landscape and staying up to date on any factors that may affect it. Our team of analysts monitor your holdings and ensure they stay aligned with your priorities. We also ensure that your holdings are kept strategically using a tax-advantaged approach across your accounts.

WE MAKE IT SIMPLE TO PLAN FOR THE FUTURE.

Talk to our team about how our assertive financial planning can make your vision a reality.

Our commitment

to you

Clarity, Consistency, and Commitment

 

Our team of portfolio managers and analysts are committed to providing you with a holistic, diversified, and personalized investment experience. Our goal is to make it matter because your investments mean more than just a rate of return. Your goals must shape what we do—whether they are focused on ensuring a comfortable retirement, growing a business, taking care of later generations, or something else more intangible.

Our mission to make it matter requires more than a few signed forms and a money transfer. It requires us to understand you and your family,  which is why we strive for regular communication.

We pride ourselves on being one of Alberta’s only independent, research-based portfolio management firms. We commit to remaining independent and free from corporate influence or bottom-line objectives. Your needs will always drive our decisions and practices.

Qlient Experience Managers

We prioritize the client experience. The new Qlient Experience Management team will be your go-to guides whenever you have a question or concern.

Qube has three registered portfolio managers and numerous services available to you. As you grow with Qube and your goals evolve, this new team will be able to best direct you to the portfolio manager with the most appropriate area of expertise. The aim is more efficient, streamlined service.

A man in a suit and two smiling women. These three make up the team dedicated to upholding our client service commitment.

Have questions about any of our services?

Reach out to discuss with our team.

What will your first year with Qube consist of?

 

1. Preplanning

We want to ensure that we are on the same page regarding your needs, priorities, and vision for the future. Before we invest, we will create an investment proposal and a retirement plan.

2. Welcome Letter

You will receive a letter outlining all of our comprehensive services available to you. These services are included in your fees!

3. Weekly Updates

During your account set-up and security transitions, we will let you know how things are progressing on a weekly basis.

4. Debrief Meeting

We will meet with you post-placement to review your accounts.

5. Quarterly Contact

Every three months, our team will reach out to update you on your portfolio.

Ongoing Commitment

An Investment Policy Statement

— This document captures how you wish your funds to be invested, including quality and diversification criteria and performance evaluation plans.

Quarterly Statements

— These statements show you not only the transactions completed over the quarter, but also your account performance and how it benchmarks to other investors.

Annual Know-Your-Client Meetings

— We believe a meaningful annual meeting is a minimum to making your wealth matter. At these meetings, we seek financial planning opportunities including asset protection and tax reduction.

Semi-Annual Commentary & Qub[Ed]

— Published in July and January, our Commentary editorializes our navigation of current markets, and Qube[ED] articles explore financial planning worth considering. Read the latest Commentary here.

Retirement Plans

— We aim to update all client retirement plans every three years unless you opt out.

Risk Management Assessment

— Many Canadians are under-insured. We want to change this and use only low-commission insurance products where insurance is proven necessary.

Will Reviews

­— We provide a unique perspective on will planning that supplements work done by clients’ lawyers. We look to help update client wills following all major life events (unless you opt out). Read our article “7 Essentials of Estate Planning” to better understand the many facets of a well-prepared will.

Estate Scope

— Estate distribution and tax analysis becomes meaningful for most clients over 50. We aim to update this scoping work every five years (unless you opt out).

 

Our passion is to discover undervalued companies to include in your portfolio, analyzing the investing landscape and staying up to date on any factors that may affect it. Our team of analysts monitor your holdings and ensure they stay aligned with your priorities. We also ensure that your holdings are kept strategically using a tax-advantaged approach across your accounts.

WE MAKE IT SIMPLE TO PLAN FOR THE FUTURE.

Talk to our team about how our assertive financial planning can make your vision a reality.