Smallwood Quinton Financial Group

We are a valued financial partner for successful Canadians. Our team of expert advisors will help you craft a holistic strategy and create an enduring legacy.

professionals

Business Owners

All three of our partners have been intimately involved owner operators in private businesses. For instance, Josh began his career in an entrepreneurial family and appreciates the challenges in operating and selling businesses. Our focus is on providing sound advice on investments and ensuring effective allocation of retirement savings and that critical earning years remain protected. We also assist with private banking for cash needs, custom capital markets solutions, personal tax optimization and advisory.

Institutions

Ray is a leader in terms of experience in money management for institutional or quasi-institutional portfolios in St. John's. He is or has been on various committees and boards, either overseeing other managers or having been involved in managing funds himself on behalf of pension plans, superannuation funds, and endowment funds. These boards and committees are or have been responsible for managing over $3 billion in St. John's. Josh has also met with thousands of institutional investment professionals and has advised some of the largest money managers in the world, including multinational corporations, pension funds, hedge funds, central banks, and heads of government in the United States and Canada.

families

Families

Our advisory team can assist you with some of life's most significant decisions, including succession planning, inheritance, strategic philanthropy and your lasting legacy.

We also focus on helping families who have children with disabilities, in addition to families who may benefit from education planning.

What we cover includes:

Multi-generational Family Wealth Consultancy
Financial Fluency for Younger Generations
Strategic Philanthropy, Foundations and Legacy Advisory

non-profits & foundations

Non-Profits & Foundations

We are all active volunteers in the community and often serve on finance committees for community and non-profit organizations. Protection of capital and safe or guaranteed investments (GICs) are important for endowments, trusts or philanthropic gifts. We know the impact of social enterprises, non-profits, foundations and endowments have in the community and are honored to help our community partners.