Q Wealth adds Winnipeg partner

Q Wealth Partners has added Aleris Private Wealth to its national partnership. The new firm is based in Winnipeg, Manitoba. Advisors Dave Holt and Aaron Migie launched the firm after joining Q Wealth as Platform Partners.

New Winnipeg Partner Strengthens Q Wealth’s Manitoba Presence

This move marks a milestone for Q Wealth. It is the first Platform Partner located in Winnipeg. Aleris builds on the firm’s existing Manitoba footprint. That footprint was established by Precision Wealth Management, a long-time Q Wealth Partner from Parksville, BC.

Holt joins Q Wealth from Canaccord Genuity Wealth Management. Migie comes from Assante Wealth Management. They lead a team with Brett Thompson, a Wealth Advisor. The team has over 60 years of combined experience. Their expertise covers wealth planning, investment management, retirement planning, tax strategy, and client service.

Aleris Focuses on Full Wealth Management

Aleris Private Wealth was founded on a core belief. The firm believes wealth management involves more than just investments. It is dedicated to helping clients simplify complexity. Aleris also helps them make informed financial decisions and build lasting financial legacies.

The name “Aleris” reflects the firm’s principles. It signifies nourishing and developing relationships. This approach helps families handle important financial decisions at every stage of life with confidence.

Advisors Value Q Wealth’s Partnership Model

The formation of Aleris reflects the team’s goals. They wanted to build an independent advisory firm. At the same time, they aimed to expand the solutions available to clients. The Q Wealth platform supports this model.

“Bringing our teams together has created something greater than the sum of its parts,” said Dave Holt, Managing Partner & Wealth Advisor at Aleris. “Our complementary experience, expertise, and perspectives put us in a strong position to continue evolving alongside our clients and deliver the high level of advice and service they expect.”

Aaron Migie also highlighted the appeal of the partnership. “Being part of an organization owned by and operated for financial advisors was incredibly compelling to us,” Migie said. “Q Wealth allows us to maintain our independence while leveraging the resources and expertise of a larger organization.”

Through Q Wealth, Aleris gains access to technology, reporting, compliance infrastructure, portfolio management resources, and marketing support. This lets the team offer personalized service while expanding client capabilities. This approach is similar to other successful independent advisory firms that have grown by combining boutique service with larger firm resources.

Q Wealth Welcomes the Expansion

“Welcoming Dave and Aaron to Q Wealth is an exciting moment,” said Jared Rabinowitz, Co-Founder and CEO of Q Wealth Partners. He noted this establishes the firm’s first local Platform Partner presence in Winnipeg. “They bring experience, an entrepreneurial mindset and a genuine commitment to their clients.”

Stephen Gasparek, Chief Marketing Officer and Head of Business Development, praised the new partners. “Dave brings decades of industry experience and a depth of knowledge that will benefit our broader partner community,” Gasparek said. He also highlighted Aaron’s energy and approach to building the business. Gasparek noted their partnership creates a strong foundation for succession and long-term continuity, a key requirement for Q Wealth partners.