Alex works closely with the team’s Portfolio Managers monitoring client portfolios, executing trades, securities research, assisting in the preparation of financial plans, and producing quarterly reports. Although relatively new to the financial services industry, his appetite for knowledge and self-starter mentality is quickly making him an invaluable team member. Alex is committed to providing client-based solutions and contributing to the development of investment strategies.
Alex received his Bachelor of Arts degree from the University of British Columbia Okanagan in 2016, where he majored in Economics and minored in Political Science. He is a Licensed Registered Representative, and is working towards completing his Certified Investment Management (CIM®) certificate.
After growing up in South Surrey, Alex now resides in South Granville with his girlfriend. Alex is a sport enthusiast and also enjoys travelling and spending time with friends and family.