Q Cantar Holdings Inc. (“QVest”) is pleased to announce that, effective July 10, 2024, several new individuals have been approved by the Ontario Securities Commission (OSC) to conduct business in Alberta. This includes new registrations in the roles of Advising Representative (AR), Associate Advising Representative (AAR), and Dealing Representative (DR).
The newly approved representatives are:
- Mr. Geoffrey Taylor: CIO & Advising Representative (PM) – Private Wealth & Asset Management
- Mr. Mukesh Daddar: Advising Representative (PM) – Private Wealth & Asset Management
- Mr. Muneeb Muzaffar: Associate Advising Representative (APM) – Private Wealth & Asset Management
- Mr. David Smith: Dealing Representative (DR), PR Officer & Head of Sales and Communications
- Mr. Edwin Rott: Chief Compliance Officer, UDP, and DR – Private Wealth & Asset Management
As QVest broadens its service and investment offerings, the company remains committed to maintaining a high advisor-to-client ratio and ensuring exceptional service standards. The expanded registration supports QVest’s goal of increasing the number of qualified advisors across both new and existing provinces.
QVest continues to focus on Separately Managed Accounts (SMAs), leveraging our advisors’ expertise to implement effective portfolio strategies. We believe our approach differentiates us from our peers, particularly by offering investment solutions that address underserved niches among Canadian investors.
For further details or inquiries, please reach out to our team or contact David Smith, QVest’s Head of Communications & Sales for Private Wealth.
