Blog Posts

Financial Planning

The Mental Benefits of Giving

October 25, 2024

We often think of philanthropy in terms of the impact it has on others, but giving back has profound effects on the giver as well.

The Role of Purpose-Driven Philanthropy

October 25, 2024

Wealth, at its best, is a reflection of who you are and what matters most to you.

From Paycheck to Purpose: Can Income Planning Can Help You Achieve Your Life Goals?

October 1, 2024

Everyone has dreams that go beyond earning a paycheck. Whether it’s launching a business, funding your child’s education, traveling the world, or retiring comfortably, your income is the vehicle that drives those ambitions forward. And we can help you transform these aspirations into reality – through designing a well-structured income plan.

The Foundation of Financial Security: Why Income Planning Matters at Every Life Stage

September 24, 2024

Income planning is a critical financial strategy that should be embraced at every and any stage of life, whether you’re just starting your career, in your prime earning years, or planning for retirement. A comprehensive income plan is the key to financial security and long-term success.

Choosing the Right Financial Specialist

September 9, 2024

At Private Financial Group (PFG), we believe that selecting the right advisor is one of the most critical decisions you can make for your financial future. So how can you ensure you’re partnering with someone who genuinely understands your unique needs? Easy: ask the following questions.

Is Private Financial Group the Right Fit for You?

August 27, 2024

Choosing the right wealth advisor is about finding a partner who understands your life’s unique blueprint. At PFG, we call that Your Life Print Formula.

Your Life Print Formula

August 6, 2024

At a certain point, I had a vision to create something beyond the ordinary, for the greater good of the community and in honor of the tireless efforts of generations before us.

Your Finances. Your Freedom. Your Formula.

July 17, 2024

When we set out to create that something we felt was truly unique and comprehensive – something you couldn't find with any other wealth management company – we did it with our families and our clients in mind, and at heart.

Your Key to Financial Security

July 12, 2024

We live in an era where financial uncertainties abound, which means that having a solid financial plan is more important than ever. Private Financial Group understands this necessity and has developed a comprehensive approach to financial planning that provides clarity, direction, and peace of mind.

Taking the Risk Out of Retirement Income

May 14, 2024

For those heading towards or already in retirement, now is not the time to gamble with your future.

Preparing the Next Generation for Wealth – Steps for Success

November 8, 2023

Here are several ways you, working with an advisor, can help prepare them to manage your family inheritance.

Preparing the Next Generation for Wealth – Why It Matters

November 8, 2023

It sounds counterintuitive but words rather than numbers are likely to dictate the success of your family’s transfer of wealth. Most people turn to a financial advisor simply for a tax-efficient estate plan to ensure their heirs inherit as much as possible.

Investing After Selling a Business

February 9, 2022

Not every entrepreneur is as outlandish or controversial as Elon Musk, as publicity seeking as Richard Branson, or as all-conquering as Jeff Bezos. All entrepreneurs are, however, part of a unique club. Not everyone has the ability, dedication, and risk-embracing nature to start and build a business.

Should I Stay, or Should I Go?

March 17, 2022

Between the pandemic, inflation, and geopolitical tensions, market uncertainty reigns right now. You might have heard some disturbing words, like shares “plunging”, prices “soaring”, and investment “volatility”. Many people, therefore, are asking themselves: should I take money out of the market and get back in when skies are clearer?

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location

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Windsor, ON N9A 5K3

contact

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519-973-9073

hours

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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 Private Financial Group. As a client of Q Wealth, you may receive services from both Q Wealth and Private Financial Group. Note that individuals from Private Financial Group 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. Private Financial Group 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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Private Financial Group
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