Qube Investment Management Inc. (QIM) is a registered portfolio management firm (Alberta & British Columbia) offering a combination of value and sustainable investment methodologies to pension trusts, foundations, corporate clients and other retirement-focused investors. QIM has a mission to make wealth matter. For it to matter to those who own it, the places we invest it and for our people who work with it. Under various registrations and incorporations, what we today call Qube, we have been offering investment and planning advice since 2000. Qube is a growing team of professional and administrative staff offering an alternative to mass-market investment products. We offer a professionally managed and disciplined investment experience with discretionary portfolio management for those seeking alternatives to mutual funds or brokerage wrap accounts. Qube is different from most Investment Managers. We focus on growing a client’s wealth, not just their investments. This means we do retirement scoping, tax optimization, pension analysis and charitable planning. Our work culture is young, progressive, challenging and meaningful.
External link for Qube Investment Management Inc.
9414 91 St NW
Edmonton, Alberta T6C 3P4, CA
170, 422 Richards Street
Vancouver, BC V6B 2Z4, CA
From demolition and fireworks to mentoring and community building, we've had quite the year. Here's just a quick look at the people and events that shaped Qube. #Wealth #Finance #Investing #FinancialPlanning #Canada
Happy Holidays from the Qube team! We wanted to share some of the many successes of 2024. We're thrilled to announce the completion of our new building in the Strathearn neighborhood of Edmonton. This two-story annex, a labor of love and meticulous planning, symbolizes Qube’s commitment to growth and community. It provides a dynamic space for collaboration, innovation, and even the occasional seminar. On the investment front, our Kaleo portfolios delivered exceptional year-to-date returns (https://zurl.co/h1NR ). While we can’t guarantee all years will be as fruitful, we stand by the rigorous research, disciplined strategy, and agility that define our investment approach. We also took exciting steps to foster deeper engagement through our new webinar series, covering topics like charitable tax planning, retirement strategies for executives, and optimizing retained earnings. With more webinars on the horizon, we encourage both current and future clients to visit our website’s events page to stay informed about upcoming opportunities: https://zurl.co/VP00 As we turn the page to 2025, we want to extend our heartfelt gratitude for clients continued confidence in Qube. Here’s to a new year filled with health and happiness. #Success #HappyHolidays #Canada #WealthManagement #Markets #Investors
BEWARE, medical practice owners! Are you counting on your RRSP? While maxing out your contributions is one tactic to ensure a stress-free retirement, it might not be enough. We encourage health care professionals to attend our Creative Tax and Retirement Planning webinar on December 18. It's our job to give clients the greatest possible financial potential for your golden years. Many of our clients require advanced strategies, such as Individual Pension Plans or Retirement Compensation Arrangements. If you have any doubt about continuing on your current lifestyle into retirement, this webinar is a must-watch! Register now for free: https://zurl.co/Tyo4 #PersonalFinance #CorporateFinance #FinancialPlanning #Finance #Entrepreneurship #SmallBusiness #HealthCare #Medical #Doctors #MD #Dentists #Dentistry #Cardiology #Surgery #Psychology #BritishColumbia #Health #Orthopedics
ATTENTION, aspiring homeowners! Remember that the deadline to contribute to your FHSA (First Home Savings Account) is December 31st! You can contribute $8,000 per year BUT you can carry over up to $8,000 in unused contribution room to the next year. So what does that mean for those who opened an FHSA in 2023 when the accounts were first available? You can have put up to $16,000 in your account now. And, with Bank of Canada's recent cuts to the key interest rate, homeownership is looking more and more attainable. Follow for more tips to make your wealth matter! #PersonalFinance #Investing #FinancialPlanning #Canada #FHSA
For high-earning health care professionals, you could probably benefit from minimizing your tax burden and maximizing your after-tax wealth. Qube’s team is well versed in tax planning and in a fantastic position to advise on this issue. Our end goal? Make sure your visions of a happy retirement and a smooth succession are possible. We're hosting a webinar on December 18 called Creative Tax and Retirement Planning for Health Care Professionals. We'll touch on: --why medical professionals choose to incorporate --tax-deductible employee health benefits --IPP exit strategy --tax-efficient philanthropy And a number of other useful, tangible actions you or your investment counsellor can take to make your wealth matter. Register for the free webinar now: https://zurl.co/VXGm #PersonalFinance #CorporateFinance #FinancialPlanning #Finance #Entrepreneurship #SmallBusiness #HealthCare #Medical #Doctors #MD #Dentists #Dentistry #Cardiology #Surgery #Psychology #BritishColumbia #Health #Orthopedics
Medical experts, can you recognize these unique tax-saving opportunities? Learn how these strategies benefit your retirement prospects! #Doctors #HealthCare #Medical #MD #Dentists #Dentistry #Cardiology #Surgery #Psychology #BritishColumbia #Alberta #Health #Orthopedics #CorporateFinance #Dermatology #Neurology #Psychiatry #Immunology
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A hearty congratulations to our Student Lead Travis, who passed his Level 1 CFA (Chartered Financial Analyst) exam. Even more impressive, the pass rate for this particular exam was only 44%. Qube always takes pride in our equity analysts and for good reason! We're continually impressed by their dedication. Well done, Travis. #Success #Finance #FinancialPlanning #Investing
The modern idea of fair looks very different from what it did twenty or thirty years ago. When it comes to estate planning or any other transfer of wealth from one generation to another, today's parent has to contend with a number of different struggles. There are the potential risks associated with parents offering early inheritances or co-signing mortgages. Parents may inadvertently put their own retirement in jeopardy to assist their child. And then, for blended families, equity challenges keep us on our toes as we try to avoid resentment and strife. It's not surprising that some people find the whole topic of wealth transfer pretty stressful! Qube can help families navigate these dynamics, offering conscientious advice that fits your life. Learn more about what we do on our website: https://www.qubeinvest.ca/ #WealthManagement #Money #FinancialPlanning #EstatePlanning #FinancialAdvisor
Some interior shots of our new building! Things are really taking shape with water being hooked up, the staff kitchen going in, and the hardwood soon to be laid. A couple of the staff had a brief tour recently with Qube founder (and budding interior designer??) Ian Quigley. Half of our staff will be making the transition to this building before the end of the year. Of course, we will still be operating and meeting with clients in our original office just across the courtyard in Strathearn! #AssetManagement #WealthManagement #RetirementPlanning #Investors
Gen Z is ready to take ownership of their financial future! That means not being afraid to ask lots of questions. Tomorrow's free investing basics webinar will wrap with a live Q&A, so if you have questions, now is the time to register: https://lnkd.in/gEsBY_gf #Canada #Investing #Stocks #Finance #Success