TORONTO--(BUSINESS WIRE)--Q Cantar Holdings Inc. ("QVest") today announces that effective July 10, 2024, QVest has new individuals in the categories of Advising Representative (AR), Associate Advising Representative (AAR) and Dealing Representative (DR) approved by its regulator, the Ontario Securities Commission (OSC), to conduct business in the Province of Alberta.
The newly approved individuals at QVest approved to conduct business in the Province of Alberta are:
- Mr. Geoffrey Taylor, CIO & Advising Representative (PM) – Private Wealth & Asset Management
- Mr. Mukesh Daddar, Advising Representative (PM) – Private Wealth & Asset Management
- Mr. Muneeb Muzaffar, Associate Advising Representative (APM) – Private Wealth & Asset Management
- Mr. David Smith, Dealing Representative (DR), PR Officer & Head of Sales and Communications
- Mr. Edwin Rott, Chief Compliance Officer, UDP and DR - Private Wealth & Asset Management
As QVest expands our services and investment offerings, QVest is focused on ensuring an appropriate qualified advisor to client ratio. QVest is at all times cognizant of our service offerings, service areas and ability to offer a level of service above expectations. As such, QVest’s expanded registration will, in addition, allow for the expansion of qualified candidates as advisors in both the new and existing provinces of registration.
One of QVest’s area of focus is on Separately Managed Accounts (SMAs), and the ability of our advisors to efficiently implement our portfolio strategies for our clients. We believe, QVest differs significantly enough from our peer group, where we have investment solutions that are not overly complicated, and more importantly, we have isolated a niche where certain groups of Canadians are underserviced.
Please contact one of our team members or directly with David Smith, QVest’s public relations officer, who is the Head of Communications & Sales, for Private Wealth.
About QVest
QVest focuses on institutional advisory, private wealth management and specialty investment products. As of 2021, a new team has assumed control of the company, ushering in a new era of growth and innovation. We wanted to create a company that is doing something that is making a difference to people’s lives, bringing greater clarity and understanding as to what they are invested in, and why it matters. We want a higher level of satisfaction from investors.
For more information, visit Q-Vest.com.
