Alex Fabian
Portfolio Manager
BBA
CIM®
Wealth management that evolves as your needs, priorities and circumstances change over time
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Office Location
After helping his parents plan for their retirement, Alex realized that there were lots of people like them – investors who were uncertain about how their investments should be structured. That’s when he decided to make the move from institutional investing to advising private clients – an area where he felt he could truly make a difference. Since then, Alex has been leveraging the extensive institutional investing experience and expertise he gained during his nine years at Credit Suisse First Boston and Merrill Lynch to help his high net worth clients articulate and meet their financial objectives.
Alex graduated from Bishop’s University in 2001 with a Bachelor of Business Administration, majoring in Management and Finance. He holds the Chartered Investment Manager (CIM®) designation and is able to provide discretionary portfolio management.
Alex is married and lives in Montreal with his wife and two sons. He supports various local charitable causes, and organizes volunteering activities at local homeless shelters occasionally. He is part of the Montreal Bishop’s Alumni Network, and enjoys swimming, hiking, wine tasting and travelling.
Committed to leading by example, Alex lives according to the 3 Ps: Protect the environment, protect your health, protect your wealth.
Articles of Interest
Russia/Ukraine DevelopmentsEstate Planning Basics
Money Talk: The Top 10 Mistakes People Make in a Will
Phone
Certificates
BBA
CIM®
Languages
English
French
Education
Bishop's University
Your Goals, Our Priorities
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.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
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.
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