Having a wealth management consultant on your side who understands your financial needs is essential to making sure your money matters long-term. Qube Invest is built of a team of experts, including Investment Counsellors and Analysts, that is fully committed to creating a solid relationship with clients like you.

As Edmonton’s premier independent investment firm, we work with your unique and diverse financial needs. Read on to learn more about Qube Invest and why individuals like you prefer our team of wealth management consultants.

Trust the Experts

Landing on a financial firm that takes care of all your needs and is able to support you by demystifying finance is important. At Qube Invest, we provide you with necessary financial advice through an educational and individualized approach. Trust us to guide you, and provide the expert service you need to feel supported and informed in every stage of your financial journey.

Options That Work for You

No client is the same, which means no investment portfolio should be the same. That is why Qube offers various investment options, making sure to apply carefully researched data to serve our clients best. Qube is proud to bring you investment services such as:

  1. Kaleo: Qube’s direct stock-holding portfolio (min. $250,000 investable household assets)
  2. Reserve Funds: Available to condo boards (min. $250,000 investable assets)
  3. iA Group Savings Model: Available to companies looking for Group Retirement Savings program management
  4. iA Individual Savings Model: Qube uses an innovative mutual fund model to manage clients who have funds with iA Financial Group
  5. Private Health Service Plans: Qube offers PHSP plans for small businesses to help them better maneuver taxes and other heavily regulated factors

Build a Plan That Works

Building with you is vital to us. We listen, learn, and help you build your portfolio with clear attention to your goals. Whether you are looking for a more conservative investment or something more substantial short-term, Qube Invest can guide you towards which investment will work best for your portfolio. Our team of qualified professionals is always ready to put your needs first.

While planning your investments according to your goals can be overwhelming, Qube Invest is there every step of the way to manage your funds and optimize growth where possible. The key to building a plan that lasts is creating a comprehensive strategy that works with your life goals. Qube works with clients individually to construct a plan so that our consultants can work with you to achieve each financial milestone.

Ready to Learn More?

Our team of wealth management consultants is here to make your money matter. Contact us to learn more about your options today.