QP Wealth Management
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QP Wealth Management helps entrepreneurs and their families make and manage financial plans tailored to their most treasured life goals. Our passion is getting to know the people we serve, and deeply understanding the vision they wish to live through wealth. We bring a thoughtful, personalized appro... Read more
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James Lloyd
Chief Executive Officer
James Lloyd
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Lisa Heerwagen
Chief Operating Officer
Thomson Mckinnon
Chief Operating Officer
Thomas Leidner
Co-chief Investment Officer
