INVEST IN VALUE, NOT HYPE
TRUSTED PARTNERS
COLLABORATE WITH US
We work with other leading advisory professionals to deliver the best possible experience for our clients.
If you’re a financial professional seeking the most for your clients, we’re eager to discuss opportunities to collaborate.
OUR PARTNERS
OCIOS &
CONSULTANTS
We share a commitment to helping our common clients achieve their financial objectives. If you want to build a relationship with a trusted investment management partner who is equally dedicated to your clients’ success, Contact us to learn more about QV’s investment approach.
FAMILY
OFFICES
You need an investment management partner that can meet your clients’ objectives. As a 100% independent and employee-owned firm, we only succeed when your clients succeed. We welcome the opportunity to explore how QV’s long-term investment solutions align with your clients’ needs. Contact us to learn more.
INDEPENDENT
ADVISORS
You may be seeking tailored solutions for your clients from a like-minded independent investment manager. Contact us to discuss how direct access to our team of experts can help you compete with larger integrated firms.
FINANCIAL
PLANNERS
We collaborate with experts in related disciplines to provide comprehensive services to our clients. If you’re an independent financial planner helping high-net worth Canadians in areas such as retirement planning, estate planning, or philanthropy, let’s discuss our complementary services.
TAX & LEGAL
ADVISORS
In our wealth management role, we encounter a wide range of situations requiring accounting and legal expertise. We welcome the opportunity to get to know you and your practice, and how our complementary services could benefit our shared clients. Contact us to learn more.
We share a commitment to helping our common clients achieve their financial objectives. If you want to build a relationship with a trusted investment management partner who is equally dedicated to your clients’ success, Contact us to learn more about QV’s investment approach.
You need an investment management partner that can meet your clients’ objectives. As a 100% independent and employee-owned firm, we only succeed when your clients succeed. We welcome the opportunity to explore how QV’s long-term investment solutions align with your clients’ needs. Contact us to learn more.
You may be seeking tailored solutions for your clients from a like-minded independent investment manager. Contact us to discuss how direct access to our team of experts can help you compete with larger integrated firms.
We collaborate with experts in related disciplines to provide comprehensive services to our clients. If you’re an independent financial planner helping high-net worth Canadians in areas such as retirement planning, estate planning, or philanthropy, let’s discuss our complementary services.
In our wealth management role, we encounter a wide range of situations requiring accounting and legal expertise. We welcome the opportunity to get to know you and your practice, and how our complementary services could benefit our shared clients. Contact us to learn more.
FEATURED INSIGHTS
Global Small Cap Strategy – Three Years On
The beginning of the second quarter of 2024 marked the three-year anniversary of QV’s launch of our Global Small Cap strategy.
What are Credit Premiums Telling Us?
Investors have seen credit premiums contract in the North American corporate credit market, dipping below the long-term median & edging toward historical lows.
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