QVest Announces Appointment

• Mr. Muneeb Muzaffar promoted to Advising Representative (Portfolio Manager)

QVest Announces Appointment

Media
David Smith
+1.416.805.0820
dsmith@q-vest.com

Q Cantar Holdings Inc. ("QVest") today announces the promotion of Mr. Muneeb Muzaffar, a key member of the QVest investment management team, from Associate Advising Representative (Portfolio Manager) to a full Advising Representative (Portfolio Manager), effective immediately. Mr. Muzaffar is registered under the category of Advising Representative under QVest’s Portfolio Management arm of the company.

Prior to joining QVest in 2021, Mr. Muzaffar was a rising star at TD Bank working across retail, asset management and strategy/planning. At TD Asset Management (TDAM) he supported the client portfolio management team. At QVest, Mr. Muzaffar is both a client relationship investment advisor and will now become the lead portfolio manager for the Q Premium Fund and the Q U.S. Ten Fund.

Mr. Muzaffar holds the Chartered Financial Analyst (CFA) charter and the Chartered Investment Manager (CIM) designation. He earned his Bachelor of Commerce (Honours) from Queen’s University Smith School of Business. Additionally, he is a TD Scholar and has received accolades from the House of Commons, the Lieutenant Governor of Ontario and the YMCA Peace Medal for his community leadership.

Mr. Muzaffar in his new position is better positioned to provide timely investment advice and solutions for his clients. Furthermore, his responsibilities are further expanded within QVest’s managed accounts and discretionary funds. As a member of the Investment Management Committee, Mr. Muzaffar’s involvement will be extremely beneficial in helping shape investment policy and directions.

Please welcome Mr. Muzaffar to his new role and responsibilities as he continues to help his clients grow their wealth and manage their overall financial affairs.

About QVest

QVest has been around since 2006 providing high quality investment advice to institutional and retail investors. QVest focuses on institutional advisory, private wealth management and specialty investment products. As of 2021, a new team has assumed control of the company, ushering in a new era of growth and innovation.

QVest is registered in all three available categories of regulatory registration as an Investment Fund Manager (IFM), Portfolio Manager (PM) and as an Exempt Market Dealer (EMD) in Ontario, Alberta, New Brunswick and British Columbia, and in other jurisdictions as required.

Our vision was to create a company that truly makes a difference in people's lives by providing greater clarity and understanding of their investments and emphasizing their significance. We aim to achieve a higher level of satisfaction for our investors. We are committed to being agnostic to investment styles, embracing dynamic risk management, ensuring clear and responsive communication, adapting to positive change and always doing what is right for the investor. As an independently owned firm, it allows us to keep our clients’ interests at the forefront. We value original thinking, discipline, honesty, integrity and excellence. We strongly believe in the principles of positive psychology and its impact on people and investing which helps us drive towards our mission.

At QVest, our investment philosophy is grounded in concentrated investing, focusing most of our portfolios in 8 to 20 core holdings. We prioritize high-quality businesses with limited downside risks that generate predictable and recurring cash flows. Our style-agnostic approach allows us to maintain flexibility and adaptability, seeking out our best opportunities across the market spectrum without being confined to specific styles, sectors or capitalizations. We pride ourselves for being active with your investments, rather than being passive or hugging an index.

Our investment strategy is based upon adaptive market hypothesis, game theory, probabilities and being evidence based. We emphasize patience and consistent growth to avoid the pitfalls of short-term market fluctuations and speculative trends. At times, we may employ hedging strategies to mitigate market-related downside risks or capitalize on asymmetric profit opportunities. We are anticipatory in nature, rather than being reactive. Investing in high-quality businesses is at the core of our strategy, as we strive towards a diversified portfolio where our clients' investments are resilient, reliable and positioned for sustainable growth. This commitment to quality and long-term value creation reflects our dedication to preserving and growing our clients' wealth.

For more information, visit Q-Vest.com.

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