“We learn numerous books on the topic, and introduced our government companions to world conferences to be taught extra, however changing the data right into a complete framework and studying platform was a completely completely different proposition. Q Wealth is innovating in so many areas of our business, and that takes collaboration. The Shaping Wealth workforce presents us a large shortcut to operationalizing this unbelievable and rising discipline of science.

“Whereas it is a multi-year program, our 2024 MVP is to create each a ‘tasting menu’ and ‘a la carte’ providing for purchasers that may be woven into conventional and subscription-based monetary planning experiences, primarily based on particular person shopper preferences.”

Stephen Gasparek, chief advertising and marketing officer and head of companion admissions at Q Wealth Companions, added: “This collaboration marks a pivotal second for our agency. The Shaping Wealth workforce’s full engagement in creating a particular shopper expertise will elevate business requirements in Canada.

“Years in the past, our management selected to distinguish by way of the shopper and companion expertise, transcending the monetary sector, and competing with manufacturers we love within the “actual world”. Investments have develop into a baseline for all boutique companies; however finally it’s the expertise that counts in our minds, making certain our companions and their purchasers really feel they’re receiving unparalleled service. Brian Portnoy and his workforce exemplify this ethos and are a seamless extension of our dedication to excellence.  We’re past excited to develop each of our companies collectively.”

Brian Portnoy, founding father of Shaping Wealth, mentioned: “Q Wealth is cracking the code. From the bottom up, they’re reimagining and transcending conventional monetary recommendation, gaining momentum in pioneering a really differentiated shopper expertise that embraces a holistic perspective on wellbeing impressed by constructive psychology. As fellow travellers on this journey, Shaping Wealth is globally scaling its studying and growth platform to ship best-in-class coaching in all-things human-first monetary steerage. Thus, the chance to deeply collaborate with Q Wealth on this multi-year engagement is an honour and we’re thrilled to use our collective data in driving distinctive shopper experiences in Canada.”