As a Senior Associate, Alex works alongside a team of Private Wealth Consultants and Investment Counsellors to provide a seamless experience for our advisors and affluent clients. In addition to this, Alex works closely with a number of internal partners to improve our ability to service advisors and clients. Alex joined Manulife Private Wealth in November 2017, and has brought value to the team through his diligent interaction with advisors, working to set the customer service standard in the private wealth space.
Prior to joining the team, Alex worked for a Multi-Family office out of Montreal, where he assisted with the company’s international expansion to the Caribbean. This role offered him the opportunity to work closely with a number of high net worth and ultra-high net worth families throughout the onboarding process, gaining a strong understanding of their unique needs and requirements. Upon moving to Toronto, Alex worked with one of Canada’s largest investment management institutions, supporting both IIROC and MFDA advisors throughout the GTA.
Alex currently holds a Bachelor of Business Administration in Finance from the Williams School of Business – Bishop’s University. Alex has completed the Canadian Securities Course (CSC) and is a level 3 candidate in the Chartered Financial Analyst Program.
In his spare time, Alex enjoys traveling, cooking and spending time outdoors hiking, fishing and skiing.