Alex works closely with the team’s portfolio managers, executing trades, monitoring client portfolios, preparing quarterly reports, writing investment policy statements and conducting equity research. His passion for financial services is evident in his drive to learn all he can about the industry. He is committed to providing client-centered service and contributing to the development of investment strategies.
Alex earned 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 investment representative and has continued his industry education, taking courses in investment management.
Originally from White Rock, Alex lives in Vancouver. His hobbies include playing sports (including golf, hockey and tennis), cooking and travelling.