Alderwood Wealth Partners

Our Services

Connecting the dots...
so you can move forward with clarity and confidence.

Your wealth touches every part of your life, from day-to-day decisions to long-term goals and legacy planning. Our wealth management approach is designed to bring clarity and coordination to your entire financial picture.

We work with you to understand what matters most, align your financial strategies with your values, and create a comprehensive plan that evolves as your life changes. We help ensure each decision supports the bigger picture.

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A successful retirement doesn’t happen by chance, it’s the result of careful planning and informed decisions over time.

We help you prepare for retirement by building a clear, realistic plan designed to support your lifestyle, income needs, and long-term security. From accumulating savings to creating sustainable retirement income, we consider factors such as taxation, government benefits, investment strategy, and risk management.

Whether retirement is years away or just around the corner, our goal is to help you transition with confidence and enjoy the freedom you’ve worked hard to achieve.

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Insurance can play a critical role in protecting your financial foundation and preserving long-term plans through life’s uncertainties. We help you evaluate and implement insurance solutions that align with your broader financial strategy.

From personal and family protection to more advanced planning needs, we focus on managing risk, safeguarding assets, and supporting continuity across generations. As your circumstances change, we revisit your coverage to help ensure it continues to serve its intended purpose.

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For business owners, your company is often one of your most valuable assets, and one of the most complex to plan for.

We help you navigate business succession to support your long-term goals, protect the value of your business, and prepare for a smooth transition.

Whether your plan involves family members, partners, key employees, or a third-party sale, we work with you to consider tax efficiency, timing, risk management, and continuity.

By planning ahead, you gain clarity, reduce uncertainty, and help ensure your business legacy is preserved on your terms.

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Through our partnership with Q Wealth Partners, we create disciplined, goal-driven investment strategies built around your life, not the headlines. We take the time to understand what you’re working toward, your time horizon, and your comfort with risk, then design a portfolio approach intended to help grow your wealth while managing downside along the way.

As markets shift and your circumstances change, we proactively review your strategy to keep it aligned with your goals. The result is a thoughtful, long-term plan that brings clarity and confidence, so you can stay focused on what matters most.

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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 Alderwood Wealth Partners. As a client of Q Wealth, you may receive services from both Q Wealth and Alderwood Wealth Partners. Note that individuals from Alderwood Wealth Partners 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. Alderwood Wealth Partners 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 as a Portfolio Manager in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Quebec, Saskatchewan and Yukon, an Investment Fund Manager in Newfoundland and Labrador, Ontario, and Quebec, an Exempt Market Dealer in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Quebec, and Saskatchewan, and a Commodity Trading Manager in Ontario. The Ontario Securities Commission (OSC) is the principal regulator for Quintessence Wealth. Please visit www.qwealth.com for more information.