OUR FINANCIAL SERVICES
Our team of investment counsellors 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, whether they are focused on ensuring a comfortable retirement, growing a business, taking care of later generations or something more intangible, must shape what we do.
Our goal to make it matter requires more than a few signed forms and a transfer of money. It requires us to understand you and that’s why we strive for regular communication.
We pride ourselves on being one of Alberta’s only independent portfolio managers. We commit to remaining independent and free from corporate influence or bottom-line objectives. It is your needs that will always drive our decisions and practices.
INVESTMENTS
At Qube, we offer a number of investment options to our clients, all tied together by one constant: No matter the option that best fits your investment needs, our advice will always be based on informed opinions that are communicated and evaluated on a regular basis with the same rigorous level of research applied to each portfolio that we manage.
Kaleo
Qube’s direct stock-holding portfolio—Kaleo—provides an alternative to mass market investment products. We are able to offer our discretionary portfolio management service to investors who are seeking alternatives to mutual funds or brokerage wrap accounts and have minimum (household) investable assets of $250,000. Our investment management fees are purposefully competitive and are at all times transparent.
PHILANTHROPY
Discover the Qube Charitable Foundation, a registered public foundation based in Western Canada that aims to make philanthropy simple, effective, and impactful. The foundation is comprised of two philanthropic portfolios: The People and The Planet.
You may wish to establish your own fund within the foundation—one that reflects your values, goals, and aspirations. Let us help you support organizations that effect real social change.
PRIVATE VALUATIONS
A private valuation can help you identify opportunities for your business to grow, indicate areas where you could increase operational efficiency, and add credibility to your company in a competitive market. Qube’s comprehensive valuation reports will provide you with tailored advice to maximize your sale potential.
MORE SERVICES
You may benefit from one of the other many services included in our investment fees. Speak to our team to get started!
Private Health Services Plans
Educational Savings or Withdrawal Planning
Wealth Surplus Planning
Behavioural Finance Analyses
Pension Planning
Corporate Wealth Planning
Investment Performance Analyses
Investment Tax Reporting & CPA Coordination
WE MAKE YOUR WEALTH MATTER
Reach out to our team to discuss how we can address your needs.
OUR FINANCIAL SERVICES
Our team of investment counsellors 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, whether they are focused on ensuring a comfortable retirement, growing a business, taking care of later generations or something more intangible, must shape what we do.
Our goal to make it matter requires more than a few signed forms and a transfer of money. It requires us to understand you and that’s why we strive for regular communication.
We pride ourselves on being one of Alberta’s only independent portfolio managers. We commit to remaining independent and free from corporate influence or bottom-line objectives. It is your needs that will always drive our decisions and practices.
INVESTMENTS
At Qube, we offer a number of investment options to our clients, all tied together by one constant: No matter the option that best fits your investment needs, our advice will always be based on informed opinions that are communicated and evaluated on a regular basis with the same rigorous level of research applied to each portfolio that we manage.
Kaleo
Qube’s direct stock-holding portfolio—Kaleo—provides an alternative to mass market investment products. We are able to offer our discretionary portfolio management service to investors who are seeking alternatives to mutual funds or brokerage wrap accounts and have minimum (household) investable assets of $250,000. Our investment management fees are purposefully competitive and are at all time transparent.
PHILANTHROPY
Discover the Qube Charitable Foundation, a registered public foundation based in Western Canada that aims to make philanthropy simple, effective, and impactful. The foundation is comprised of two philanthropic portfolios: The People and The Planet.
You may wish to establish your own fund within the foundation—one that reflects your values, goals, and aspirations. Let us help you support organizations that effect real social change.
PRIVATE VALUATIONS
A private valuation can help you identify opportunities for your business to grow, indicate areas where you could increase operational efficiency, and add credibility to your company in a competitive market. Qube’s comprehensive valuation reports will provide you with tailored advice to maximize your sale potential.
MORE SERVICES
You may benefit from one of the other many services included in our investment fees. Speak to our team to get started!
Private Health Services Plans
Educational Savings or Withdrawal Planning
Wealth Surplus Planning
Behavioural Finance Analyses
Pension Planning
Corporate Wealth Planning
Investment Performance Analyses
Investment Tax Reporting & CPA Coordination
WE MAKE YOUR WEALTH MATTER
Reach out to our team to discuss how we can address your needs.