Two leaders now split every decision at a firm managing more than $8 billion for Canadian households
Dave Holt and Aaron Migie are bringing a more coordinated approach to complex family finances through their partnership with Q Wealth
Respected wealth advisors Dave Holt and Aaron Migie unite to launch Aleris Private Wealth, bringing more than 60 years of combined team experience to Q Wealth’s growing national partnership of over 30 firms and over $9 Billion in AUA
BMO and CapIntel announce US leadership moves as Canadian wealth firms accelerate cross-border growth
Sean Tascatan brings 15 years of institutional investment experience as the Toronto firm launches a new portfolio framework
Brandon Gill New brings 25 years of investment experience from AIMCo and Ontario Teachers’ to the newly created role
