Alla Klein

Alla Klein
Alla Klein

Investment Advisor

B. Eng

MBA

CIM®

Working together to help you achieve what truly matters to you

Phone

Office

(519) 725-3338

Office Location

412 Albert Street Waterloo, ON N2L 3V3. map

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Alla has over 17 years of industry experience, most recently as a Senior Private Banker. She also served as a Financial Planner, Commercial Bank Account Manager, and a Financial Advisor.  Alla has an MBA from Wilfrid Laurier University and a Bachelor of Engineering and Information technology. Alla is fueled by a passion to provide complete wealth management solutions to clients. Alla works with high net worth families and businesses to provide customized and holistic solutions to help clients reach their wealth goals. Outside of the office, Alla loves travelling and spending downtime entertaining at home with family and friends.

Certificates

B. Eng

MBA

CIM®