Alex brings dedication and forward-thinking to his relationships with clients. He believes that success is enhanced with proven processes. He enjoys working to help implement and execute processes that can help clients to achieve their life goals.
Alex developed a strong interest in investing and wealth management. Alex is a follower of Warren Buffett’s investment philosophy and has travelled to attend Buffett’s annual meeting in Omaha, Nebraska. Alex holds the Chartered Investment Managed (CIM®) designation from the Canadian Securities Institute.
An accomplished golfer, Alex learned the importance of dedication, patience and respect early in life. He has competed in numerous provincial and national championships. Alex’s golfing background gave him the opportunity to be a student athlete in university. Alex played on an Ontario Championship winning golf team while at the University of Western Ontario. Alex also studied abroad at the University of St Andrews where he was a member of the golf team.
Born and raised in London, Ontario, Alex believes in being actively engaged in the community. He currently serves on the committee for the annual Golfers Care Fundraiser which raised over $142,000 in support of the London and Area Food Bank in 2019. He is also a member of Rotary International and the Rotary Club of London South.