Get to know us, like us, and trust us. We will provide you with the best advice suitable to your unique financial needs, while building a strong professional relationship.
At KLT Wealth Management, we like to keep things simple and help you achieve your goals and dreams. As an independent financial advisor, we have the ability to offer a wide range of investment options. Couple that with tax strategies, cash flow planning, risk management and estate planning – Now you can’t get that from an app! It’s never too early or too late to start your financial planning, so let’s get started!
Here are some very simple tools that we have created to help you plan.
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Address:
148 Peel Street Unit 1B
New Hamburg, ON N3A 1E3
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Phone:
(519) 662-4001
Address:
122 Watchhorn Grove
Gloucester, ON, K1V 2N2
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Phone:
(613) 315-2778
Quintessence Wealth (Q Wealth) is a partnership that is registered as a portfolio manager, exempt market dealer and investment fund manager. The portfolio manager registration allows Q Wealth to provide investment advice to its clients. The exempt market dealer registration allows Q Wealth to engage in trading activity. These services are provided by Q Wealth through registered advising representatives and dealing representatives, respectively.
Q Wealth is a partnership that is owned by its partners, including KLT Wealth Management. As a client of Q Wealth, you may receive services from both Q Wealth and KLT Wealth Management. Note that individuals from KLT Wealth Management will only provide investment advice and trading advice if they are registered as advising representatives and dealing representatives of Q Wealth, and in providing such services, they will be doing so on behalf of Q Wealth only. KLT Wealth Management may however provide wealth management services such as financial planning, estate and retirement planning, insurance, group benefits and others.
Q Wealth Partners is a registered trade name of Quintessence Wealth, a registered Portfolio Manager in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Quebec, and Saskatchewan, an Investment Fund Manager in Newfoundland and Labrador, Ontario, and Quebec, and an Exempt Market Dealer in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Quebec, and Saskatchewan. The Ontario Securities Commission (OSC) is the principal regulator for Quintessence Wealth. Please visit www.qwealth.com for more information.
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