Q Wealth Partners is pleased to announce the appointment of Alfred Lee as Deputy Chief Investment Officer and Kathleen Wylie as Head of External Manager Research. These strategic hires further strengthen Q Wealth Partners’ unique advisor-owned and managed investment solutions platform.

Alfred Lee, CFA, CMT, brings over 20 years of experience in institutional and retail investments, including 14 years at BMO Global Asset Management (BMO GAM), where he was a founding member of the BMO ETF franchise. Alfred was pivotal in managing over $50 billion in assets across various investment strategies, including fixed income, equity beta, factor-based, sector, and thematic ETFs. His role as Co-Lead of the Bank of Canada's Provincial Bond Purchase Program (PBPP) during the COVID-19 pandemic highlights his deep expertise in navigating complex market environments. Alfred’s comprehensive experience spans product development, portfolio management, and client-focused solutions.

Alfred Lee commented "I'm thrilled to join Q Wealth, where the culture truly aligns with my client-first philosophy. Q Wealth's leadership, innovation, technology, and talented team have positioned the firm as a true disruptor in the wealth advisory space."

Kathleen Wylie joins Q Wealth Partners with over 30 years of experience in the financial services industry, focusing on asset manager research. She previously held senior roles at Russell Investments and CIBC Asset Management, where she led teams in Canadian Equity Manager Research and was recognized as a subject matter expert in Canadian equity active management. Kathleen's background as an economist in the brokerage industry and her ongoing volunteer roles in pension plan management and charitable initiatives underscore her dedication to both professional excellence and community involvement.

“I am excited to lead External Manager Research at Q Wealth Partners,” said Kathleen Wylie “The opportunity to work with such a dynamic and forward-thinking firm is truly inspiring. I’m eager to bring my experience to bear in delivering exceptional value to our clients.”

“The growth of Q Wealth Partners is exciting. Our mission to deliver a world class holistic experience for clients continues” says Larry Berman, CIO and founding partner. “We are thrilled to announce the addition of two new senior members of the Q Wealth investment team. Alfred Lee, CFA CMT, joins us a Deputy CIO working closely with me to expand and deepen our investment capabilities. Alfred's 20 plus year experience as a strategist and lead portfolio manager will broaden out our teams’ ability to deliver a world class investment outcome for clients. Kathleen Wylie, CFA, joins us as Head of External Manager Selection. Delivering on our diversified pension style approach to client portfolios has been upgraded with the addition of Kathleen. Her extensive 30 plus year investment experience and leadership in manager selection is an exciting addition to the team. Q Wealth will continue to invest in people and technology to meet our promise to clients.”

Jared Rabinowitz, CEO of Q Wealth Partners explains how Alfred and Kathleen fit into Q Wealth’s strategic vision.

“Alfred is a keystone figure in our vision for the next 10 years. He brings the kind of pedigree to the role that inspires total confidence in Clients and our Partners.  Kathleen Wylie signals a direct message to 3rd party product providers: We’re not just another independent brokerage free-for-all, we’re a pension fund style investor and if you want to do business with us, we’re looking for a ‘not found in retail edge’ in our relationships with the top managers in Canada and the world.”

Rabinowitz adds "We're flipping Bay Street's status-quo by reversing the distribution/solution creation process. Traditionally, manufacturing controls distribution, which frustrates advisors due to a lack of control and accountability to clients. Q Wealth Partners reject that approach, focusing on acquiring top talent and cutting product margins to reduce client costs. With Total Cost Reporting (CRM-3) on the horizon, now is the right time for this strategy. Canadians have been overpaying for too long."

Stephen Gasparek, CMO and Head of Partner Admissions, commented, “These appointments reflect our ongoing commitment to attracting top talent to the firm and providing our partners with the resources they need to succeed. Alfred and Kathleen’s contributions will be instrumental in our continued expansion, and in delivering exceptional value to both our partner-firms and their clients.  The addition of both Alfred and Kathleen signals a major point of inflection for Q Wealth Partners.

Q Wealth Partners continues to build on its reputation for innovation and excellence in wealth management. The addition of Alfred Lee and Kathleen Wylie to the leadership team marks a significant milestone in the company’s growth trajectory.

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About Q Wealth Partners

Q Wealth Partners is a leading wealth management firm committed to providing clients with personalized investment strategies and unparalleled service. With a team of experienced professionals, Q Wealth Partners offers a comprehensive range of financial solutions designed to meet the diverse needs of institutional and individual investors.

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Media Contact:

Stephen Gasparek
Chief Marketing Officer and Head of Partner Admissions
Q Wealth Partners
stephen@qwealth.com