Alfred Lee’s promotion underscores Q Wealth’s push to scale a fiduciary-first, institutional platform in Canada’s independent advisory channel
Q Wealth Partners is pleased to announce that Alfred Lee has been elevated to Executive Partner, effective March 1, 2026.
Since joining Q Wealth as Deputy Chief Investment Officer, Alfred has played a central role in shaping the firm’s investment platform — expanding its solution set, strengthening its investment capabilities, and supporting the continued growth and scaling of the firm’s asset management business. He has helped embed an institutional-grade investment framework across portfolio construction and platform architecture, advancing Q Wealth’s evolution toward a scalable, innovation-driven investment platform within the rapidly growing independent advisory channel.
Alfred brings more than 20 years of experience in portfolio management and investment leadership across institutional and retail markets. Prior to joining Q Wealth, he held senior roles at BMO Global Asset Management, where he managed some of the largest funds in Canada, including mandates representing approximately $30 billion in fixed income and later $50 billion in equities. He was part of the founding team of the BMO ETF franchise, helping drive innovation across the Canadian ETF and broader investment landscape through product innovation, investor education, and institutional investment frameworks. During the COVID-19 pandemic, Alfred co-led the Bank of Canada’s Provincial Bond Purchase Program, one of the central bank’s quantitative easing initiatives, supporting market stability during a period of significant economic disruption.
Under Alfred’s leadership, Q Wealth has expanded its investment architecture, introduced innovative solutions, and strengthened the firm’s investment capabilities to better serve advisors and their clients. His leadership has helped strengthen investor trust while reinforcing a disciplined, evidence-based approach to institutionalizing the firm’s asset management business.
Jared Rabinowitz, CEO and Executive Partner at Q Wealth Partners, commented:
“In 2024 we started down a path with Alfred to build the future of our fiduciary-first, open architecture asset management platform. This moment marks an important milestone on that journey. It not only recognizes the significant contributions and investment Alfred has made in the firm, but also validates our ongoing alignment as we build something truly differentiated in this space. ETFs came of age in the depths of the 2008 financial crisis. At the time it was about democratizing beta and factor/rules-based investing while driving down costs for Clients. It was a movement, and Alfred was a central player in its early days. He knows how movements like this scale – how you work with forward-thinking fiduciary advisors to build trust and better outcomes for Clients. We are thrilled to have him bring that leadership here, playing a larger role every day at Q Wealth.”
Larry Berman, CIO and Founding Partner at Q Wealth Partners, added:
"For me, he's the ETF guy's, ETF guy! Alfred brings a rare combination of strategic clarity, disciplined execution, and forward-thinking innovation. His leadership has elevated how we design portfolios and deliver solutions to clients. Welcoming him as an Executive Partner reinforces our commitment to a thoughtful and seamless evolution of the firm’s investment leadership.”
Alfred Lee, Deputy CIO and Executive Partner, commented:
“I am honoured to step into the role of Executive Partner at Q Wealth. We see a compelling opportunity to help build Canada’s next great asset manager and investment platform within the independent advisory channel — an area I believe will define the next phase of growth in our industry. Our vision is grounded in rigorous portfolio construction, evidence-based investing, innovation, and, most importantly, an unwavering commitment to putting clients first. I’m grateful for the partnership and mentorship of Jared and Larry, and I look forward to continuing to scale our platform to deliver objective-based outcomes for advisors and their clients.”
Alfred’s elevation reinforces Q Wealth’s vision of building a next-generation, Partner-owned asset management platform - leading the evolution of the industry by reshaping how asset management and independent advice come together and aligning advisor and investor interests at the core of the model.
