Quadrant Private Wealth

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Winnipeg, MB
Quadrant Private Wealth

We are an independently owned discretionary portfolio management firm in Winnipeg, Manitoba.

Quadrant Private Wealth was established in 2005 and carries on
business in Alberta, BC, Manitoba, Ontario and Saskatchewan. Its head office is located in Winnipeg, Manitoba.Quadrant Private
Wealth is an independently owned discretionary portfolio
management firm focusing on managing wealth for individuals,
families, and institutions. Quadrant Private Wealth provides a range
of wealth management se

rvices such as: Portfolio Management;
Wealth Planning; Philanthropic Planning (through GiftPact Foundation
Inc.); and Insurance Solutions (through Quadrant Estate & Insurance
Services). The content is intended for information purposes only and does not
constitute an offer to buy or sell our products or services nor is it
intended as investment and/or financial advice on any subject matter. The information was obtained from various sources believed to be reliable. For more important information, please visit
https://quadrantprivate.com/disclosures-disclaimer/

12/17/2025

Helping our clients Give Back and Create Positive Impact - that's was our goal in creating GiftPact.

Philanthropic Planning is one of the services we offer at Quadrant, and we do that through the GiftPact Foundation. GiftPact serves as a flexible vehicle to help clients make a difference in their communities.

We're proud to report that in 2025, 1300 distributions were created through GiftPact which resulted in $26 million for Canadian Charities!

How does GiftPact work? 👇
Through GiftPact, you can plan your charitable giving in a way that incorporates expert tax planning, estate planning, and family giving. With a GiftPact fund, you can plan strategically for short-term and long-term philanthropy while the assets are effectively managed 💡

GiftPact can function like a family foundation, but without the administrative burden and expense.

Ready to learn more and get a head start on giving for 2026? Visit our website or reach out to one of our portfolio managers now!

11/03/2025

In the first three quarters of 2025, the 'Magnificent 7' stocks accounted for about 50% of the S&P 500's return since April 8th.

That's a powerful statement about market concentration.

Their collective weight at 35% of the index can create significant volatility for investors. The market's early-year sell-off showed how quickly their lofty valuations can leave them with 'minimal margins of safety.'

For investors, this is a reminder:

Detachment and Diversification aren't buzzwords; they're the core disciplines that protect capital from narrow, concentrated market leadership. Are your investments shielded from the risk of concentration?

To read more of our thoughts on the Magnificent 7 and more as we head into the fourth quarter of 2025, visit: https://quadrantprivate.com/2025-reflections-on-uncertainty/

11/02/2025

Volatility is normal, but the speed of the 2025 rebound was a true test of investor psychology.

After a sharp sell-off in April following the U.S. tariff shock, global equity markets quickly looked past the turmoil and soared to new all-time highs. This rapid ascent, especially in the high-flying tech sector, is the perfect setup for the Fear of Missing Out (FOMO) bias to kick in.

Have tech stocks increase in value based on their earnings, or based on sentiment or momentum? Is 'chasing recent returns a proven strategy?'

This is why a rules-based approach to portfolio rebalancing is paramount—it's the guardrail that ensures discipline prevails over contagious market sentiment.

To read more of our thoughts on how to handle FOMO and more as we enter into the fourth quarter of 2025, visit: https://quadrantprivate.com/2025-reflections-on-uncertainty/

11/01/2025

From an unprecedented flurry of U.S. executive orders to the renegotiation of CUSMA—the general level of uncertainty has risen considerably.

In times like these, the most powerful move is to focus on what is known and in your control. For families planning their financial future and dealing with their investments, that 'known' is a properly diversified investment portfolio.

We believe that building a portfolio that is resiliently diversified across asset classes, geographies, and underlying securities is the foundation that provides peace of mind across any market environment. It’s about building a plan that can withstand the unknowns.

Do you have full clarity on how diversified your family's wealth is against global uncertainty?

To read more of our thoughts on the global uncertainty and more as we enter into the fourth quarter of 2025, visit: https://quadrantprivate.com/2025-reflections-on-uncertainty/

10/24/2025

The first three quarters of 2025!

Trump starting his second term, a Canadian federal election, tariffs, and volatile global equity markets have all contributed to a particularly interesting nine months.

Our team has put together a review of our thoughts on the year to date in our October 2025 newsletter: "Reflections on Uncertainty".

To read more, please visit: https://quadrantprivate.com/2025-reflections-on-uncertainty/

09/01/2025

Are you aware of the behavioral biases impacting your investment decisions? 🤔
'Availability bias' can cause you to overestimate the importance of readily available information, leading to poor investment choices based on recent news instead of solid analysis.
At Quadrant Private Wealth, we help you make rational decisions, grounded in a long-term strategy.

08/28/2025

Is recent performance unduly influencing your investment decisions? 🤔
Beware of recency bias! This can cause investors to buy or sell at the worst time.
At Quadrant Private Wealth, we help you avoid this pitfall with objective advice and a long-term perspective.

08/13/2025

Tired of generic financial advice that doesn't fit your unique business and wealth planning needs?

At Quadrant, we understand that your business may or may not be part of your retirement plan. We take a client-centric approach that goes beyond what you might expect from traditional institutions, offering independent, customized solutions to help you explore options for extracting wealth from your business in a tax efficient manner, ensuring your personal and professional goals are aligned.

07/31/2025

You should be wary of recency bias.

Is recent performance, or news headlines, unduly influencing your investment decisions?

This can cause an investor to buy or sell at the worst time. At Quadrant Private Wealth, we help you avoid this pitfall with objective advice and a long-term perspective.

06/25/2025

For families, Quadrant believes a sound portfolio management process requires the 4 D's: Diversification, Discipline, Detachment, & Dedication.

Learn how Quadrant Private Wealth can integrate these principles into your family's financial plan.

05/20/2025

On May 9th, we had the privilege of sponsoring The 4th The Asper School of Business Quadrant Behavioral Finance Conference in Winnipeg, bringing together leading professors and academics from across North America. The event was a deep dive into the fascinating intersection of psychology and economics, exploring how cognitive biases and emotional influences impact decision-making in business and investing.

Thank you to all of the presenters and attendees, and Canadian Museum for Human Rights for making this year's conference such a success!

Check out the video from the conference to get a glimpse into the insightful discussions and networking opportunities!

Address

720-1 Lombard Place
Winnipeg, MB
R3B0X3

Website

https://quadrantprivate.com/

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