Welcome to QVest.

QVest focuses on investment advisory, private wealth management and specialty investment products. QVest is registered in all three available categories of regulatory registration as an Investment Fund Manager (IFM), Portfolio Manager (PM) and Exempt Market Dealer(EMD).

Q US Ten Fund
Q Focus Income Fund
Q Premium Fund
Q Real Estate Asset Income Fund
Union Investing

Driven by expertise, integrity, and dedication, QVest creates tailored investment strategies.
We address a wide range of needs, from investment advisory to individual wealth management, with a strong emphasis on concentrated investing principles.

To create, preserve, and grow the value of our investor's wealth

Concentrated Investing ->

At QVest, we believe in the power of concentrated investing. By focusing our efforts on a select group of high-potential investments, we can better thoroughly understand each opportunity and maximize returns for our clients. Our concentrated investment approach allows us to conduct deep, rigorous analysis, as we strive towards ensuring that every investment aligns with our clients' financial goals and risk tolerance. This strategy not only enhances the potential for substantial growth but also provides greater clarity and control over our investment decisions.

Style Agnostic ->

QVest is committed to a style-agnostic approach to investing. We do not confine ourselves to specific investment styles, sectors, or market capitalizations. Instead, we maintain flexibility and adaptability, allowing us to seek out the best opportunities across the entire market spectrum. Our primary focus is on identifying investments that offer the most value and potential for our clients, regardless of the prevailing market trends. This approach comforts us that our investment strategies are dynamic and responsive to changing market conditions, providing robust and diversified portfolios as it aligns with our clients’ financial goals and risk tolerance.

High Quality Investments ->

Investing in high-quality businesses is at the core of QVest's investment strategy. We seek out companies with strong fundamentals, competitive advantages, and proven track records of success. Our rigorous selection process narrows down our universe that we invest in businesses that exhibit financial strength, robust growth potential, and excellent management. By prioritizing high-quality businesses, we provide our clients with investments that are resilient, reliable, and positioned for sustainable growth. This focus on quality not only enhances portfolio stability but also contributes to long-term wealth creation for our clients.

The numbers

Years guiding investments
18+
Strategic Partnerships Formed
20+
Assets Under Management
$2B+
Client Success Stories
1,000s

Begin Your Investment Future with QVest, Connect Now.

Are you seeking a partnership that aligns with your values and investment goals? QVest is here to explore the possibilities with you. Share your vision with us and let’s schedule a conversation. Submit your email below to start a dialogue on how we can grow together.

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