ESTATE Planning
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Proactive Portfolio Management

Smarter strategies that help adapt to ever-changing global opportunities and risks.

Fabien Ouellette, as Portfolio Manager at Q Wealth Partners, uses a rigorous strategic and tactical asset allocation process to ensure clients are always properly diversified. The following is a summary of Fabien’s seven core investment planning beliefs & principles, which are expanded on below:

  1. Every client should have a basic financial plan completed before an investment strategy can effectively be recommended;
  2. Client’s risk profile must include an analysis of their risk tolerance and risk capacity;
  3. The initial financial plan and risk profile provides the necessary information needed to create an appropriate Investment Policy Statement (IPS), which clearly explains the client’s customized investment strategy;
  4. The management of asset allocation forms the basis of each investment plan, including tactical ranges for each asset class, enabling active allocation tilts as required based on market conditions;
  5. The active use of Exchange Traded Funds (ETFs) is encouraged, and forms the basis of regional, country and asset class allocations;
  6. The selection and management of individual stocks should be performed by a registered Portfolio Manager who is a fiduciary and has access to advanced tools and processes within a discretionary environment, enabling the quick and efficient adjustments needed in today’s markets;
  7. I advocate the use of Technical Analysis, which should be used in concert with Fundamental Analysis when managing individual stocks.

Investment Planning

Innovative strategies to manage your personal and corporate finances.
Basic Financial Plan
Risk Tolerance Capacity
Investment Policy Statement (IPS)
Asset Allocation
Exchange Traded Funds
Portfolio Models
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