Meet The Team
Portfolio Manager
BBA
CIM®
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
English
French
Bishop's University
Senior Investment Advisor
Senior Investment Advisor
Michael has been working in the investment industry for close to 35 years and has been an Investment Advisor with TD Wealth Private Investment Advice since 2011. Early in his career, Michael worked in Toronto, New York and London, including three years in institutional sales trading, with primary focus on Germany and Switzerland. In his current position, he prides himself on providing a vital link between his clients and the world of investment and insurance strategies , professional money management and investment planning.
Michael was educated at McGill University where he was a two sport athlete (Hockey and Football). He strongly believes that his athletic achievements helped him develop the discipline, focus and work ethic that have been instrumental to his success in the investment industry. Michael has been a member of the TD Executive Club* since 2011.
In his time away from the office, Michael enjoys broadening his horizons by travelling with his 2 children. He is a competitive Tennis Player, Motorcyclist and Mountain Climber, and has summited 3 of the top 7 summits of the world. Michael is a member of the Mount Royal Tennis Club and the Montreal Amateur Athletic Association.
*The TD Executive Club recognizes advisors who meet or exceed a specific a specific financial milestone.
Senior Investment Advisor
CIM®
FCSI®
Steven specializes in simplifying the investment process for his clients. Through a proven process of focusing on Risk Tolerance and Asset Allocation, Steven strives to make his clients feel at ease by having him at the helm.
With a clear map, in the form of an Investment Policy Statement (IPS), Steven will help clients navigate through calm and turbulent markets. By combining a fully transparent fee-based approach with customizable and dynamic portfolios, Steven strives to ensure his clients are well-served in their wealth accumulation stage, through their transition to retirement and in their retirement years. Steven also collaborates with TD specialists in other wealth services, including Financial Security Advisors and Tax and Estate Planners, to help ensure clients' wealth priorities are addressed, whether they be retirement or succession planning, asset protection, education funding, or philanthropic in nature. The goal is to ensure clients stay on course to preserve and grow their wealth in the most tax-efficient manner.
Steven and his Team take pride in the service which they deliver and are fully committed to their mission of establishing a relationship built on trust. Once achieved, the goal is for clients to feel comfortable knowing that Steven will accompany them in their wealth journey.
Born and raised in Montreal, Steven holds a B.Comm from McGill University and also holds the Fellow of CSI (FCSI®) designation.
Steven resides in NDG with his children Adam, Nathaniel and Ariel. He loves to play and watch sports of all kinds and can most often be seen running outdoors, golfing and playing tennis.
Helping you achieve your vision of success
At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself.
Discovery Process
The distinct discovery process we use will take you through some behaviour questions and how you really make decisions. And when it's all done, a diagnostic using behavioural finance will take all that information, how we can work best with you and what the next steps are in creating your wealth strategy - prioritized by what matters to you. A wealth strategy which manages the important things like your retirement, your kid's education, your family cottage - not just your money.
English
French
McGill University, B.Com
Client Service Associate
Client Service Associate
Connie started working with TD Private Investment Advice in 2013, shortly after she immigrated to Canada from the United States. Prior to that, she taught elementary school for 19 years and spent two years as a contract specialist with the Housing Authority of the City of El Paso. Connie joined Mount-Royal Wealth Strategies Group in March 2019 where she focuses on listening to clients and providing them with exceptional service. She structures processes to create efficiencies that will assist the team in providing a full-service approach.
Connie studied Economics and Political Science at Yale University and graduated from the University of Texas at El Paso (UTEP) in 1988 with a Bachelor of Arts in Political Science. In 2004, she received a Master of Public Administration from UTEP and was a Pi Alpha Alpha inductee to the Global Honor Society for Public Affairs & Administration. Connie is licensed as an Investment Representative with the Investment Industry Regulatory Organization of Canada (IIROC), which gives her the ability to execute trades on behalf of clients. She speaks English, French and Spanish.
Outside of work, Connie enjoys travelling with her husband – especially going to San Francisco and Brooklyn to visit their grown children – and is currently conducting genealogical research for a book she is writing. She likes trying new restaurants and taking long walks with her Australian Shepherd.