Alex has worked in the financial services industry since 2010 and brings with her years of experience in Wealth Management. She joined our team in April 2022 and supports with the day to day administration processing, addresses client inquiries and organizes client events. She is licensed to enter stock trades and fixed income purchases at the clients' discretion. Alex has a sweet and bubbly personality and has a genuine level of care for our clients and their financial success.
Alex lives in Kitchener with her husband and two young children. She is an animal lover, enjoys arts and theatre, and Formula 1 racing. Go Ferrari!