The Flatiron Spotlight

A curated space to showcase Flatiron Wealth's media & events.

Inheritance: Dos and Don'ts

Video

|
June 4, 2025
What would you do if you inherited millions of dollars? Do you have a team to support you with investing the money and making a financial plan for your future? Be sure to listen to this great interview with Viive Planning to learn more!
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Financial Planning & Freedom

|
June 29, 2025
Most people think financial planning is all about numbers… budgets, tax brackets, retirement targets. But the truth? It’s about freedom. Freedom to choose. To say yes to what excites you—and no to what doesn’t serve you. To live life fully, on your terms. Let’s talk about what freedom looks like for you.
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Navigating Market Turmoil

Podcast

|
May 29, 2025
With all the noise in the headlines, it’s only natural to ask: Should we be changing course? In this week’s video, Andrew Sheppard, Managing Partner at Flatiron Wealth, shares how to stay grounded and make strategic decisions in unpredictable markets.
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5 Money Smart Tips

Podcast

|
May 26, 2025
This #MoneySmartWeek, Andrew from Flatiron Wealth breaks down the power of compounded growth—one of the smartest, simplest ways to grow your money over time. From starting early to staying invested, these 5 steps can help your money do the heavy lifting. Ready to make a plan that works while you sleep?
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Happy New Year!

Video

|
January 1, 2025
Here’s to a strong and successful start to 2025! The Team at Flatiron Wealth is excited for the opportunities ahead and looks forward to making this a remarkable year together.
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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 Flatiron Wealth Management. As a client of Q Wealth, you may receive services from both Q Wealth and Flatiron Wealth Management. Note that individuals from Flatiron Wealth Management 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. Flatiron Wealth Management 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 Portfolio Manager in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Quebec, and Saskatchewan, an Investment Fund Manager in Newfoundland and Labrador, Ontario, and Quebec, and an Exempt Market Dealer in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Quebec, and Saskatchewan. The Ontario Securities Commission (OSC) is the principal regulator for Quintessence Wealth. Please visit www.qwealth.com for more information.

Testimonials on this website were solicited and may not be representative of all clients.

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