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Investment Advisor
Qtrade Advisor at SunCu Financial Services Inc.
Qtrade Top Advisor Award 2016
As an experienced wealth management professional specializing in building and preserving wealth, my clients can trust that I create customized portfolio- based solutions and provide sound financial advice based on their own unique and individual circumstances.
Why I Love What Do
That initial excitement of seeing my first statement never left me. Even through university the growing knowledge that I would love to do this for other people led me, after graduation to the world of wealth management. That was over 20 years ago now, and to this day I can’t imagine doing anything else.
My experience providing advice to individuals, families and businesses all with greatly varying needs and through ever-changing market conditions gives me immense satisfaction and means you can look to me for expertise and guidance to achieve your financial goals- whether they are wealth creation, efficient use of accumulated wealth or estate planning.
As an Advisor since 1997, I have the pleasure of creating strong, trusting relationships each day and in the end, I am rewarded when I see my advice has positively affected my clients’ financial comfort. Whether it's a tax-advantaged strategy to keep more of what you earn or harnessing the income potential of the assets you’ve worked hard to accumulate – I look forward to integrating suitable investment strategies with clear and realistic expectations projected and explained from the beginning.Giving Back to Our Community
I am a firm believer in the power of giving. On a professional level I regularly engage with the foundations and trusts that we work with as clients to achieve the results their donors and boards are so keenly and earnestly envision. On the personal level, I am a donor or sponsor to organizations in whose cause or direction I have an interest - whether promoting the well-being of vulnerable groups in our society or in the arts.
More About Alex
As a graduate of University of British Columbia (where I studied Art History) I have a great appreciation for art and architecture that continues to lead me on travel adventures worldwide. When I’m not in the office, I’m also likely to be on or in the water during the summer months and skiing during the winter months. As an outdoor enthusiast I enjoy biking year round. I also enjoy spending time at my vineyard in Naramata.
†Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund. Insurance products are offered through SunCu Financial Services Inc. Find out more about your Advisor: visit IIROC AdvisorReport.