MVP Wealth | Money, Values, Purpose

Go from being uncertain about your money to
"I feel good about this."

Most people don’t struggle with money because they are careless. They struggle because financial decisions are important, complex, emotional, and often made during moments of uncertainty.

At MVP Wealth, we help you move forward with clarity and confidence.

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At MVP Wealth, we start with a simple truth:

Money decisions
are human decisions.

Our process is collaborative and built around your Money, Values, and Purpose. We take the time to understand what matters most to you, then create a plan you believe in because you helped build it. The result is more than a strategy. It’s clarity, confidence, and peace of mind.

MVP Wealth is a partner of the Q Wealth Partnership. Q Wealth is a registered Portfolio Manager that provides investment management services to MVP Wealth's clients.

OUR TEAM

You should work with MVP because we are invested in you!

MVP Wealth is a wealth management firm quietly reshaping how financial planning is delivered. You’ll find us at the intersection of behavioural finance, strategic wealth management, and a deep curiosity about  why  you’re building wealth in the first place.

The best financial outcomes happen when strategy and execution are tightly aligned. Your MVP Wealth CFP® Professional develops the roadmap; your Q Wealth portfolio manager drives its implementation. One without the other leads to fragmentation, inefficiency, and ultimately missed opportunities.

Alignment between your CFP® Professional and your Q Wealth Portfolio Manager means:

Your portfolio is designed to implement your actual financial plan

Tax and estate impacts are proactively managed

You gain clarity, confidence, and coordination across your financial life

Yes, this service has a cost, but many clients find the value extends well beyond the financial plan.

Monique Madan

CFP, FMA, RRC

Wealth Planner,
Managing Partner at MVP Wealth



Mike MacMillan

CIM

Portfolio Manager, Q Wealth
Managing Partner at MVP Wealth



Larry Berman

CIO, Executive & Founding Partner, Q Wealth Partners



Alfred Lee

CFA, CMT, DMS

Deputy Chief Investment Officer & Executive Partner,
Q Wealth Partners



Michelle Connolly

CPA, CA, TEP, FEA, CFP

Head of Advanced Wealth Planning, Q Wealth Partners



Catherine Dorna

CFA

Chief Compliance Officer,
Q Wealth Partners



Emmy Mestancik

Senior Administrator,
Q Wealth Partners



Emanuela Verzella

Senior Administrator,
Q Wealth Partners



OUR CLIENTS

Who We Serve

We work with people focused on building meaningful lives, not just chasing returns.

Open-Minded, Successful,
Pre-Retirees

You have a life to live. The last thing you should be doing is monitoring your portfolio every morning. But your financial future doesn’t run on autopilot. It runs on expertise, attention, and a plan built around you.

You want a plan that’s as solid as the work that got you here. One that turns your wealth into a retirement you can count on and a legacy worth leaving.

“Next-Gen” From Affluent Families

Affluent families want to know that their children will be equipped with the knowledge to steward the family’s wealth while making their own mark on the world. At the same time, their adult children are looking for their own playbook, not inherited expectations. We can help the whole family by managing this generational wealth in a tax-efficient manner while coaching the younger generation on how to harness their privilege.

Canadians Rebuilding After Divorce

Divorce changes virtually every aspect of the life you had planned but it doesn’t have to impact your life permanently. We help financially capable people navigate their new chapter with clarity, confidence, and a plan that presents an opportunity to reimagine your future.

Female Entrepreneurs

“Girl bosses”. No mansplaining! We work with women who want smart, strategic guidance that integrates their business and personal wealth and respects both their intelligence and their time.

Our approach is simple:
Protect your wealth first. Then grow it with purpose.

Through MVP Wealth’s partnership with Q Wealth, clients can have portfolios designed to reduce volatility and improve tax efficiency. If you’re looking for excitement, we’re not your team. If you’re looking for stability, clarity, and discipline, you’re in the right place.

Wealth Planning & Investments THROUGH Q Wealth

Our Process

When you start with MVP, here’s what you can expect:

Fit Meeting

(30 minutes)

A two-way conversation to determine whether
we’re right for each other.

Initial Consultation

(90 minutes)

You’ll upload key documents in advance so our time together is focused on learning to see your financial life through your eyes. We’ll review what’s working (and not working) in your current financial situation. There is no judgement or shame. If you’ve struggled to prioritize saving in the past? Let us show you how that can be done a little bit more easily and efficiently. If you want to prioritize your retirement over leaving a substantial estate? We respect your decision and can create a plan to do that. If you want to bounce your last cheque the day you take your last breath? Well, that might be a little more difficult but we will certainly try to help you wring every ounce of joy from your accumulated wealth!

Interim Findings Screenshare

(60 minutes)

About two weeks later, we review a draft of your financial model, confirming its accuracy, and identifying strategies to improve efficiency and long-term outcomes. At this point, you will begin to see what is important from a financial planning perspective and you will begin to understand the long-term return on investment that will be needed to get you where you want to go.

Account Opening

(45 minutes)

With a target return on investment and draft plan in place, your Q Wealth Portfolio Manager will begin to align investments with your plan. Q Wealth will complete all regulatory requirements to make sure that your portfolio is suitable for your appetite and tolerance for risk.

Many clients come to Q Wealth with a portfolio that is already invested and may have large, unrealized gains. Rest assured, Q Wealth does not employ a “slash and burn” portfolio protocol, selling everything in the portfolio in an effort to squeeze your portfolio into your mandate. Rather, Q Wealth will work out a plan to mitigate those gains and any associated tax consequences.

Virtual Presentation

(60 minutes)

At this meeting, we will walk through your Financial Life Strategies Report outlining our findings and recommended course of action. We will address all of your questions leaving you feeling confident that you can complete your “To Do” list and that we will proceed with ours.

Ongoing Monitoring
and Adjustments

We meet with our clients regularly to review your financial plan, and your Q Wealth portfolio manager will review your portfolio at least annually.

It is not uncommon for clients to feel the need for more frequent meetings in the early stages of our work together and then adopt a more infrequent cadence as their own mastery improves and as your trust in us is solidified. We never want to impose ourselves on your busy schedules but we will meet you as frequently as you need.

Most importantly! When life changes - as it inevitably does - we want to be among the first people you call so we can celebrate with you or grieve with you. You aren’t alone. And you are important to us!

Let’s Connect

If what you’ve read about MVP Wealth is sufficiently different from your current experience, let’s get together to explore your options. You deserve to be someone’s Most Valuable Person as you manage your Money Values and Purpose! You’re an MVP at MVP.

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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 MVP Wealth. As a client of Q Wealth, you may receive services from both Q Wealth and MVP Wealth. Note that individuals from MVP Wealth 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. MVP Wealth 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 as a Portfolio Manager in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Quebec, Saskatchewan and Yukon, an Investment Fund Manager in Newfoundland and Labrador, Ontario, and Quebec, an Exempt Market Dealer in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Quebec, and Saskatchewan, and a Commodity Trading Manager in Ontario. The Ontario Securities Commission (OSC) is the principal regulator for Quintessence Wealth. Please visit www.qwealth.com for more information.