Cut out the noise.
Hear what matters.
Watch our top story now
Senior Investment AdvisorPortfolio Manager
Alexander provides customized investment solutions and wealth management strategies to affluent and high net worth households, as well as business owners. Over the years, he has developed an investment process that helps ensure wealth protection and capitalizes on available growth opportunities. With his team, he analyzes areas of uncertainty in your current financial plan and identifies opportunities that address all of your needs - even the ones that you weren't aware of. Alexander is fully committed to your financial well-being and success.
Alexander graduated from Concordia University with a Bachelor of Commerce. He has over 20 years of industry experience. Alexander holds the Financial Planning (F.Pl) designation through Quebec Institute of Financial Planning.
Outside of work, Alexander enjoys spending time with his family, skiing and participating in Obstacle Course Races.
We offer wealth and investment management solutions to a select group of personal and institutional clients.
Our team and TD specialists have extensive experience working with high net worth and ultra high net worth Canadian families and understand their distinct needs, but one size doesn’t fit all. Our team specializes in working with clients who understand the value of tailored service and advice.
Through a highly integrated and comprehensive wealth management approach, we work to address your primary focus areas:
We start by engaging in a balanced discovery conversation. This process harnesses the cutting edge field of behavioral finance, so that we can better understand your Wealth Personality; what influences your wealth decisions and what matters most to you.
We engage in a unique and collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, we can connect you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.
Branch Office: (514) 289-8400
Branch Fax: (514) 289-0032
English, French, Hebrew
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
You have questions, I have answers. Let's have a quick chat.