Alex is a strategist at heart. The part of his work that he enjoys the most is acting as an intellectual sounding board for our clients. Seeing the details that make up the big picture. Taking complex situations and turning them into executable plans. Having grown up in a family business in Newfoundland, hard work and accountability are values that are deeply ingrained. Alex’s designations include being an accredited Family Enterprise Advisor (FEA), a registered Trust and Estate Practitioner (TEP), an accredited Financial Planner (PFP®), and a Chartered Investment Manager (CIM®). He also holds an MBA from Memorial University in Newfoundland. Alex’s education, combined with his experience in Global Private Banking give him a unique perspective that resonates with High Net Worth families, professionals and business owners. Alex lives in Burlington with his wife, Connie, where they are active curlers and passive golfers at Burlington Golf & Country Club.
As an Investment Advisor, my mandate is to help you preserve and grow your wealth though tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
