Alex has held various roles in both leadership and relationship management over 30 years at RBC in virtually every area of financial services – commercial banking, capital markets, private banking, private wealth management, etc. – building an extensive network at one of the world’s largest, most-respected financial institutions. Still, it was Alex’s first permanent position that left the most indelible mark.
Alex began his career at RBC as a full-time branch teller, a role that earned him real-world skills and helped pay the bills as he pursued his university degree in the evenings. After four formative years, Alex graduated and was quickly promoted to an Account Manager role, “I had the new office, name plate on the door, relationship responsibilities, and couldn’t wait to help my clients … then the recession hit.” Instead of helping clients save for retirement or finance a new home, they were dropping off car keys and unable to pay their mortgages or loans. “It was devastating to see so many people in precarious positions, and I never wanted to watch a client go through it again.” As difficult and stirring as this situation was for Alex, it allowed him to develop deep and enduring relationships at a time when his clients needed expertise, guidance, and care the most. “In the early ‘90s, I was fortunate to be in a position to help my clients rebuild their dreams, many who I’m proud to call clients today.”
It was through this 30-year journey that Alex’s professional philosophy was born: to deliver financial balance, peace, and harmony. “I wanted to build a team of empowered wealth management experts, who could relieve our clients of their stresses and provide the necessary tools and advice to help them enjoy their lives.”
Today, Alex and the rest of his team have become one of the leading Investment Advisor groups in Canada. He is a member of our prestigious Chairman’s Council, comprised of the top advisors at the firm, and, most recently, was named President of the President’s Club – the highest honour awarded to an advisor at RBC Dominion Securities. Alex is also a member of the Dominion Securities Advisory Board (DSAB), a select group of nominated advisors who play a valuable role in shaping firm policies, operations, future services, and represent over 1,800 of the leading advisors in Canada, all in pursuit of an incredible client experience.
Alex holds a business degree from his alma mater, York University. He has also earned the rigorous Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations, demonstrating his drive for industry excellence.