Alex has 25 years of experience helping clients reach their financial goals within RBC, with an extensive background in corporate banking, capital markets, private banking and wealth management. His experience provides him with a strong understanding of the financial markets while relying on his risk management expertise to help protect his clients’ capital. Today, he deals primarily with high-net-worth individuals and business owners, focusing on managing growth and volatility, capital preservation and tax-efficient income.
Clients value Alex’s ability to explain complex concepts in simple terms and the personalized attention he provides. He offers comprehensive wealth management, coordinating internal and external professional resources to cover all legal, financial and insurance aspects of his clients’ wealth management. He communicates closely with his clients to ensure their understanding of the strategies he recommends.
Alex holds a business degree from York University and is a Certified Financial Planner (CFP) and Chartered Investment Manager (CIM). He was recently named President of the President’s Club in recognition of the quality of client service he provides and his leadership within RBC Dominion Securities. This award is given to one individual per year and is the highest honour awarded to an advisor at the firm. As a testament to the integrity and quality of his business practice, Alex has also been awarded a coveted position in RBC Dominion Securities’ Chairman’s Council, which is reserved for the firm’s top-performing advisors.