As an Investment Advisor with RBC Dominion Securities, Alex provides personal service and tailored advice to help clients efficiently grow and manage their wealth.
Alex provides his clients with all wealth management services including portfolio management, retirement income planning, tax & estate planning, and business succession. Alex can also help with insurance strategies and preparing financial plans as he believes everyone is better off to have a written
plan. Alex also maintains a US License and can help US residents, snowbirds, and US citizens living in Canada.
Working at RBC gives Alex the ability to call on many partners to assist his clients. This can range from simple banking requests to Private Banking, Commercial Account Management, and Estate & Trust. Alex also works with dedicated Business Owner Specialists, Will & Estate Consultants, and Financial Planning Specialists.
Outside of the office, you will usually find Alex golfing, swimming, or puttering around the yard.
Please feel free to reach out to Alex if you think he can help you with your personal financial situation.
