Integrating Technical Analysis Into Client Portfolio Decisions

Join Fabien Ouellette, Portfolio Manager and Managing Partner at Q Wealth Partners & WealthLife Capital, as he dives into how to improve client returns, reduce risk, and simplify portfolio management. In this session, Fabien talks about the importance of understanding your clients’ risk profiles, factoring in their behaviors, and using both strategic and tactical asset allocation to create better results.

He introduces his custom FAB system—a mix of five key indicators—and shows how it helps identify market trends and boosts portfolio performance. You’ll also get a look at practical techniques for managing risk, rebalancing, and making tactical asset allocation decisions, all geared toward both retail and institutional clients.