As an Associate at Manulife Private Wealth, Alex provides support to our Investment Counselors and their high-net-worth clients across Canada. Alex previously spent three years on the sales team where his outstanding performance allowed him to progress to Sr Associate and gave him the opportunity to lead the internal sales team. Looking for a new challenge, Alex made the transition to the ICS team in January 2021.
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. Outside of the office, Alex enjoys traveling, cooking and is an avid cyclist, skier, hunter and fisher.