Alex joined the team in the summer of 2017, with 7 years of investment industry experience. He is a graduate from the University of Victoria, where he obtained a Bachelor of Arts degree, along with a focus in Commerce. Alex has completed the Canadian Securities Course, the Wealth Management Course, and is currently completing the Chartered Investment Manager (CIM) designation. As Associate Advisor, is responsible for offering a high level of service to clients and works closely with Greg managing client portfolios, providing advice, updating clients regularly, and coordinates our Financial Planning and Estate Planning for clients. He also works to develop and implement many of our client education initiatives. Alex was born in Victoria, before his family moved to Vernon where he grew up.