Business Details
Expert Financial Advisers in Toronto | Qwest Funds
Qwest Funds has been a trusted leader in financial product management for over two decades, delivering traditional and innovative investment solutions tailored to evolving market demands. Our comprehensive approach spans from initial concept development to ongoing compliance and back-office administration, supported by specialized expertise in Investment Fund Management, Portfolio Management, and Exempt Market Dealer registrations. With a focus on collaboration and client-centric strategies, we create customized financial products including mutual funds, real estate trusts, and alternative investment vehicles designed to meet specific strategic objectives. Our team's deep industry knowledge and regulatory compliance ensure seamless operations through partnerships with third-party providers like FundServ and SGGG.Backed by a proven track record in managing products across established and emerging sectors, we prioritize transparency, innovation, and long-term value creation for investors. Our subsidiary Heritage Bancorp Ltd. provides critical administrative support, including fund accounting, tax reporting, and audit coordination, while maintaining strict adherence to regulatory standards. This integrated framework positions us as a reliable partner for financial institutions seeking end-to-end investment product solutions.
Services
Investment Fund Management
Portfolio Management
Compliance Services
Back Office Administration
Fund Accounting
Tax Reporting
Audit Coordination
Product Development
Regulatory Compliance
Alternative Investment Strategies
Highlights and features
- We offer over two decades of experience in financial product management.
- Our comprehensive approach covers product concept to compliance operations.
- We specialize in customized investment vehicles for strategic objectives.
- Our team holds IFM, PM, and EMD registrations in Canadian jurisdictions.
- We maintain proven partnerships with industry-leading service providers.
Services
Investment Fund Management
Our Investment Fund Management services provide end-to-end oversight of financial products, from initial concept development to daily operational management. We specialize in creating customized mutual funds, real estate investment trusts, and alternative strategies tailored to specific investment objectives. With IFM registrations across Canadian jurisdictions, our team ensures compliance with regulatory requirements while optimizing fund performance through strategic asset allocation and risk management frameworks.
Portfolio Management
Our Portfolio Management division executes investment strategies for clients seeking tailored asset management solutions. Registered Portfolio Managers develop and implement customized strategies across various asset classes, focusing on achieving defined financial goals. We combine market analysis with risk assessment methodologies to construct diversified portfolios that align with client risk profiles and investment horizons while maintaining strict compliance with regulatory standards.
Compliance Services
Our Compliance Operations ensure full adherence to Canadian financial regulations across all product lines. We maintain rigorous internal controls and reporting frameworks to meet evolving regulatory requirements. The team works proactively with industry regulators and internal stakeholders to implement best practices in governance, risk management, and disclosure protocols while maintaining transparent communication channels with regulatory bodies.
Back Office Administration
Heritage Bancorp provides comprehensive back-office support including fund accounting, tax reporting, and distribution management. Our services cover NAV calculations, financial statement preparation, and year-end audit coordination. We manage transaction processing, fee calculations, and investor reporting while maintaining integration with third-party platforms like FundServ to ensure operational efficiency and regulatory compliance.
Alternative Investment Strategies
We develop specialized alternative investment products including flow-through limited partnerships and private securities funds. Our team structures innovative vehicles targeting non-traditional asset classes while maintaining compliance with regulatory frameworks. These strategies offer investors diversified exposure to sectors like energy infrastructure and emerging technologies through customized investment structures designed to meet specific risk-return profiles.
People
Maurice Levesque
Chairman, Chief Executive Officer & Director
Founder with 35+ years in Canadian financial services, specializing in venture capital and business development. Leads Qwest Group's strategic direction while overseeing compliance and operations across subsidiaries.
Sohail Thobani
Chief Financial Officer & Director
CPA with 19 years in financial services across North America, Europe, and Asia. Manages Qwest's financial operations and strategic direction, bringing expertise in IFRS compliance and financial regulation from roles at Barclays and KPMG UK.
Daryl H. Gilbert
Director
Former President of GLJ Petroleum Consultants with 25+ years in energy consulting. Current Managing Director at Carbon Infrastructure Partners, providing strategic oversight in energy sector investments and portfolio management.
Stephen P. McCoach
Director
Chartered accountant and entrepreneur with extensive board experience across diverse industries. Contributes strategic guidance based on his background in business development and financial management.
Questions
What investment products does Qwest offer?
We offer mutual funds, real estate investment trusts, flow-through partnerships, private securities funds, and alternative investment strategies tailored to diverse investor objectives.
How long has Qwest been in business?
Our team has over two decades of collective experience managing financial products, with heritage companies operating since the early 2000s.
What sectors do you specialize in?
We focus on both established sectors like real estate and emerging areas including energy infrastructure and technology-driven investment opportunities.
How do you ensure regulatory compliance?
We maintain IFM, PM, and EMD registrations across Canadian jurisdictions with dedicated compliance teams monitoring evolving regulatory requirements.
Who handles fund administration?
Heritage Bancorp manages back-office operations including fund accounting, tax reporting, and distribution through established industry partnerships.
