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Querencia – (noun) an area in the arena taken by a bull for a defensive stand, a place where one feels safe
All Mutual Funds and ETFs are provided through Sterling Mutuals Inc.
Querencia Wealth strives to bring our financial expertise to help you meet your financial goals. Having a financial plan can create the roadmap to help you get there. With our strong analytics background and continued educational upgrades we strive to be aware of changes in investments and legislation to take advantage of opportunities that present themselves for your benefit.
We are located out of the Sintra Wealth Inc. office, a branch of Sterling Mutuals Inc, in Kingston, Ontario. We oversee the finances for a group of families across Ontario with a focus on the Eastern Ontario region . We can schedule a face-to-face meeting at our location or visit you in the comfort of your home.
Chuck Eddy - Financial Advisor
Phone: (613) 214-9617
E-mail: ceddy@querenciawealth.com
E-mail: charles.eddy@sterlingmutuals.com
Who I am:
I am a Financial Advisor servicing Ontario, Canada with a focus on the Kingston and Eastern Ontario regions. I am the founder of Querencia Wealth and have lived in Eastern Ontario for over 45 years. I have always found it rewarding to help people in meeting their financial goals. Life is busy enough for people, and knowing that they can trust me to always be watching their portfolio means that they have one less thing to worry about.
What I offer:
Clients are provided with information updates on a bi-monthly basis. If there is a more pressing issue in the news or regarding their portfolio, I will get out in front of it to keep them educated on the implications or benefits. Providing relevant information without inundating clients with data overload is paramount.
Client meetings are held at least once per year. Even if the client only wants a quick phone conversation, letting them know that I am there and being aware of any life changes can help make a difference.
Using my analytics background, with the assistance of Excel, allows me to watch for trends in the market and adjust portfolios if those trends continue to play out. Trends can take months to play out and you never react to just one month as anomalies happen all the time. Staying current with continuing education and viewing presentations also assist me in this goal.
Newsletters & Educational Materials
At Querencia Wealth, we provide a bi-monthly newsletter to our clients to help keep them up to date on the latest investment topics and also strive to provide additional education on a wide range of topics that can impact their financial well-being.