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Alex Anderson, CFA
Vice President, Portfolio Manager and Investment Advisor
TD Wealth Private Investment Advice
As Vice President, Portfolio Manager and Investment Advisor for the Ottawa Wealth Advisory Group, Alex leads the team’s investment strategy and portfolio management platforms. He strives to astutely select investments to help create a suite of proprietary model portfolios that we can leverage to address each client’s individual goals, objectives and risk tolerance parameters.
Alex brings a key differentiating factor to our team – he is qualified to offer discretionary portfolio management for clients who opt to entrust their day-to-day investment decisions to him. Discretionary services empower Alex to take swift action on opportunities or downturns without waiting to receive permission from clients. This also keeps conversations centered on big-picture goals rather than individual trades. In addition to his role as our team’s Chief Investment Strategist, Alex also applies his extensive experience advising individuals and corporations and maintaining client relationships with dedication.
Alex graduated from Santa Clara University in Silicon Valley and joined TD Wealth in 2003. He helmed his own investment group for 11 years before teaming up with Chris Martin and Dan Soublière to create the Ottawa Wealth Advisory Group.
Alex holds the Chartered Financial Analyst (CFA) designation and belongs to the CFA Society of Ottawa. The CFA designation is considered the gold standard of financial designations by The Economist (February 2005) and the investment industry at large. CFA charterholders adhere to rigorous standards of ethics, transparency and continuing education.
On a personal level, Alex enjoys coaching little league baseball and minor league hockey, as well as spending time outdoors with his wife and their three young children.
Services offered in collaboration with TD specialists
Ottawa Wealth Advisory Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Toll Free: 1(877) 275-5953
Branch Office: (613) 783-6197
Branch Fax: (613) 783-4075
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.