Ex BMO GAM and CIBC execs announced as new team members at independent wealth management firm
Q Wealth Partners announced today that Alfred Lee and Kathleen Wylie have joined the firm. Lee is joining in the role of deputy chief investment officer, while Wylie will serve as head of external manager research.
Lee joins from BMO Global Asset Management (GAM) where he had worked for over 14 years. According to a press release announcing the appointment, Lee was a founding member of the BMO ETF franchise. He played a key role in managing over $50 billion in assets across sectors, themes, and asset classes. The press release emphasized his role as co-lead of the Bank of Canada’s Provincial Bond Purchase Program (PBPP) during the COVID-19 pandemic.
Lee has also been a media contributor, speaking to WP about ETF strategies in the past.
"I'm thrilled to join Q Wealth, where the culture truly aligns with my client-first philosophy,” Lee said. “Q Wealth's leadership, innovation, technology, and talented team have positioned the firm as a true disruptor in the wealth advisory space."
Wylie joins Q Wealth with over 30 years’ experience in financial services, with a focus on asset manager research. In her past roles at Russell Investments and CIBC Asset Management, she led teams in Canadian equity manager research. Her background is as an economist and she volunteers her time in pension plan management and other charitable initiatives.
“I am excited to lead External Manager Research at Q Wealth Partners,” said 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.”
Jared Rabinowitz, CEO of Q Wealth Partners stated the following about the new appointments: “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.”
