Alex is a driven Investment Advisor and Financial Planner with a passion for helping people achieve their financial goals. He specializes in financial planning, business succession planning and tax strategies.
In addition to his commitment to providing a superior client experience, Alex is dedicated to growing and expanding his practice to help business owners stay on track with a written financial plan to help them achieve their tax-efficient retirement goals.
Alex transitioned to wealth management from the hospitality industry after completing his university degree, to further his natural interest in economics and markets.
A firm believer in ongoing education, Alex holds the Chartered Investment Manager (CIM) designation, and recently earned his Personal Financial Planner (PFP) designation from the Canadian Securities Institute (CSI).
Outside of the office, Alex is an avid soccer player and enjoys biking over the bridges to take in the views. He grew up on the North shore and has lived in and loved Vancouver.
For more information, or to arrange a complimentary consultation, contact Alex today.
firstname.lastname@example.org | 778-330-1986 | www.alexmcmordie.com