Alex has worked with clients internationally helping them to organize their investment needs and multi-generational planning strategies.
Alex has worked for RBC in Canada, Switzerland and Cayman Islands with a multitude of inter-jurisdictional clients, which allows him to provide you with a unique understanding of international client needs. His holistic approach to investment management starts with your goals and aims to find you a solution that is most suitable.
Alex’s educational background includes a Master’s of Science in Finance from the University of Reading, UK and a Bachelor of International Relations, University of British Columbia. In addition, he holds several industry certificates, including his portfolio manager designation and options license.
Alex has worked as an equity analyst and portfolio manager for the last 16 years. Most recently he was a portfolio manager for Dominion Securities in Toronto; prior to that he ran the discretionary investments division for RBC Suisse in Geneva, Switzerland (formerly a wholly owned subsidiary of RBC). During his 13 years at RBC, Alex has been a representative on RBC’s International Wealth Management Investment Committee, a director on the RBC Regent Strategy committee and a member of the Dominion Securities U.S. Focus List Stock Selection Committee.
Alex is happily married with four children and a dog. He enjoys outdoor activities including hiking, downhill skiing, tennis and scuba diving. His years in Switzerland piqued his interest in oenology, which has guided his travels throughout Europe.