Saskatchewan’s Alderwood Wealth finds new scale with Q Wealth
“What excites us most is being part of a community of like-minded firms,” says Hudson Noel, partner and wealth advisor at Alderwood. “We’ve always valued the independence and personal relationships that define our business, and we see an opportunity to build on that foundation by learning from and collaborating with other successful advisors and portfolio managers across the Q Wealth network.”
The decision to join Q Wealth provided a different operating structure for a firm with the next generation already at the table, with a mind to the generations to come.
“We wanted to move to the portfolio manager side of the business,” says Robert Noel. That goal shaped Alderwood’s search: the firm explored several organizations offering a route into that model, eventually narrowing its options through in-person meetings. Q Wealth stood out for what Noel considered its “leading edge” approach to portfolio management.
The people and technology behind the platform added to its appeal. “We saw real potential in the use of AI, but just as important was the depth of the team they have behind the scenes,” Noel says. “They’ve brought in some very good people, and that gives us access to expertise that can add to the advice we’re able to provide our clients.”
The move expands the resources available to a practice whose services already encompass wealth management, retirement planning, insurance and business succession. Alderwood’s advisors can remain closely involved in clients’ broader financial affairs while drawing on Q Wealth’s investment professionals and portfolio management infrastructure. The opportunity to work with other advisors was another lure for Hudson.
