Alex McEachern, B. Comm. (hons), PFP, CIM, works with a team of wealth management professionals at RBC Dominion Securities. The group includes Will and Estate Consultants, Insurance Specialists, Business Transition Strategists and Financial Planners. Alex combines in-depth knowledge of the financial services industry and guides clients through countless wealth matters beyond their investments, including tax minimization, estate planning, charitable giving, and business succession planning. Her clients know that getting the right advice is key to managing their wealth.
Alex believes in independent and unbiased investment advice. The industry is plagued with salespeople, investment representatives, and product specialists. Alex manages money with no loyalty to a company or a product. She makes decisions that are truly in the best interest of her clients. Her loyalty is only to them.
Alex was born and partially raised in Winnipeg. Hailing from a father who was in the hotel business, she had the opportunity to live across various parts of Canada growing up. After completing her Bachelor of Commerce degree in Finance and Accounting from the University of Manitoba, she joined a major Canadian Investment Dealer, increasing and strengthening her wealth management knowledge. Alex and her husband Shane moved to Vancouver in 2008. They are proud parents of their daughter, Brenley, born in 2012.
Alex is confident she has partnered with the best firm for supporting clients to implement Wealth Management Strategies. RBC Dominion Securities, the industry leader, has a wealth offering that is years ahead of their competitors.