And through our partnership with Q Wealth, we embrace evidence-based investing and portfolios based on foundational principles: market efficiency, strategic asset allocation, and diversification. We acknowledge the evolution of investment advice, moving away from outdated practices toward efficient portfolio management and tailored financial planning.
- We acknowledge the evolution of investment advice, moving away from outdated practices toward efficient portfolio management and tailored financial planning.
- We prioritize asset allocation as the primary risk management decision, recognizing its significant impact on portfolio variability compared to individual security selection.
- We emphasize the power of diversification, offering higher returns with lower volatility - a concept often overlooked in many investor portfolios.
At Canvas Wealth, we believe in offering our investors comprehensive financial planning, alongside access to efficient portfolio management through our partner firm, Q Wealth.
With our fee-based model, we ensure fairness and transparency, reflecting modern standards in wealth management.
For complex situations requiring sophisticated solutions, we work with a team of experts to provide trust and estate planning, insurance options, succession planning and philanthropic solutions for our clients.
Our Mission is to help clients achieve their vision through a deep understanding of what is important to them that requires planning, money and time.
This personalized approach is the cornerstone of our philosophy at Canvas Wealth.
