The name Aleris reflects the ideas of nourishing, fostering, and developing — values that closely align with how we view our role in our clients’ lives: building long-term relationships, providing thoughtful advice, and helping families make confident financial decisions through every stage of life.
An Elevated Client Experience
While our name and platform are evolving, the foundation of our business remains the same. You will continue working with the same trusted team you know and rely on — Aaron, Brett, Jenina, and Catherine — now alongside Dave Holt and his team as part of Aleris Private Wealth. As the industry continues to evolve, we felt it was important to align ourselves with a platform that shares our values and provides the technology, infrastructure, and innovation needed to continue enhancing the client experience.
Dave brings more than 25 years of experience as a Portfolio Manager, experience running a family office, along with extensive experience managing and advising high-net-worth families. His expertise adds meaningful depth to our team and strengthens our ability to deliver thoughtful advice and long-term value to the families we serve. Together, we believe we are building a firm exceptionally well-positioned to provide an elevated wealth management experience.
A Strategic Partnership with Q Wealth
We are proud to become a partner firm of Q Wealth Partners, a registered Portfolio Management firm. From our earliest conversations with the Q Wealth leadership team, it became clear that they shared our commitment to independence, excellence, innovation, and most importantly, putting clients first. Through Q Wealth, clients can benefit from enhanced reporting capabilities, advanced planning technology, institutional-quality investment solutions, and access to a broader network of advisors and portfolio managers across Canada. As part of this transition, National Bank Independent Network (NBIN), a subsidiary of National Bank of Canada, will serve as custodian of client assets.
Looking Ahead
This transition represents an exciting step forward — not only for our team, but more importantly, for the clients and families we are privileged to serve. Over the coming weeks, we will personally guide you through every step of the transition process. If you have any questions or would like to connect sooner, please reach out to us directly.
Contact Information
Aaron Migie: 204-995-8810
Brett Thompson: 204-232-2075
We’re excited about this next chapter and look forward to continuing to serve you and your family under the Aleris Private Wealth name for many years to come.
Aaron Migie & Brett Thompson
Aleris Private Wealth
