Quadrant Private Equity

Quadrant Private Wealth is an independent, comprehensive, and integrated wealth management firm based in Winnipeg, Manitoba, Canada. Established in 2005, the firm is dedicated to the financial well-being and peace of mind of its clients, offering a disciplined, compassionate, and effective approach to wealth management. They serve individuals, families, and institutions across various Canadian provinces, including Alberta, British Columbia, Manitoba, Ontario, and Saskatchewan.

The firm provides a wide array of services that extend beyond traditional investment management. These include comprehensive wealth planning, estate planning, philanthropic planning, tax planning, and insurance solutions. Quadrant Private Wealth acts as a "financial quarterback," collaborating with clients' professional teams to ensure the design, implementation, and maintenance of fully integrated wealth plans. They emphasize understanding each client's complete financial picture and personal goals to offer tailored advice.

Quadrant Private Wealth focuses on providing access to institutional-level asset class managers globally, often unavailable to individual investors, through private pools. While the firm itself does not disclose its own assets under management, it leverages the extensive resources of these underlying investment managers, whose AUM can range significantly. The firm also advises on various investment vehicles and financial strategies, including real estate purchases.

The leadership team at Quadrant Private Wealth includes co-founders Michael Susser, President & CEO and Portfolio Manager, and Murray S. Palay, Executive Chairman and Portfolio Manager. Other key team members include Monika Ramke, Vice President, Investment Operations, and Debbie Rehn Doyle, Chief Operating Officer and Portfolio Manager. The firm also has a team of Private Wealth Managers and a VP of Family Wealth, bringing diverse expertise in areas such as tax, corporate law, and financial analysis to serve their clients' complex financial needs.