Alex Fabian
Portfolio Manager
BBA
CIM®
Wealth management that evolves as your needs, priorities and circumstances change over time
Phone
Office Location
Alex is an investment advisor focused on helping clients build confidence in their wealth planning by connecting planning priorities with thoughtful investment management. Inspired by his own family’s retirement planning experience, he understands how unclear decisions can feel—and why a structured process matters.
Alex brings nine years of institutional trading and capital markets experience from Merrill Lynch and Credit Suisse. Today, he provides discretionary portfolio management for high-net-worth individuals and families, guided by TD’s four-pillar framework: disciplined strategies to build net worth, tax-efficient strategies, risk mitigation strategies, and legacy strategies. His approach emphasizes clear communication, practical next steps, and ongoing alignment as circumstances change.
Based in Montreal, Alex lives with his wife and two sons. He is actively involved in the community, supporting local charitable initiatives. In his spare time, Alex enjoys staying fit and playing various summer and winter sports, along with traveling, cooking and wine tasting.
Phone
Certificates
BBA
CIM®
Languages
English
French
Education
Bishop's University
Your Goals, Our Priorities
We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Crystal's Story - Dream without constraints
From Lawyer to Franchise Ownership
When it comes to realizing your dreams, it can be difficult to visualize what is possible. It takes courage and financial advice to help you through the process.
When Crystal realized her longtime dream of becoming a franchise owner, she relied on TD Wealth for ongoing advice. TD Wealth helped her think ahead for her financial future, 5 years, 10 years, 20 years down the road.
Let's connect to find out how I can help you achieve your financial goals and feel reassured in your financial future.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
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Estate planning misconceptions: Why a Will may not be enough
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Health-care costs?
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