Alexa collaborates with our clients and their accounting and legal advisors to overcome the complexity that comes with retirement, tax planning, and other branches of wealth management. She develops actionable strategies that enable clients to live their financial lives on their terms.
She has been with RBC Dominion Securities since 1996 and received the designation of Associate Wealth and Investment Advisor in 2017. She also holds the Certified Financial Planner® designation that she obtained in 2015.
Stemming from her dedication outside the office to her family of four, Alexa practices patience, discipline, and clear communication in managing her clients daily.