Alejandra brings over 12 years of experience in the financial industry, providing exceptional client service to professionals and well-established families. She holds a bachelor’s degree in marketing, a Business Management Diploma and is a licensed Registered Representative.
Alejandra supports our clients with portfolio management, annual reviews and assist with financial planning preparation. She collaborates with RBC Wealth Management professionals, accountants, and lawyers to deliver holistic solutions to our clients’ needs. Additionally, Alejandra leads the team’s marketing initiatives, ensuring effective communication and engagement.