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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