As an Associate, Alex works alongside a team of Private Wealth Consultants and Investment Counsellors to provide a seamless experience for our advisors and affluent 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.
Alex currently holds a Bachelor of Business Administration in Finance from the Williams School of Business – Bishop’s University. 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. During his time there, he had 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 has completed the Canadian Securities Course (CSC), and is a Chartered Financial Analyst (CFA) level 2 candidate.
In his spare time, Alex enjoys traveling the globe and spending time outdoors hiking, fishing and skiing.
Manulife Private Wealth offers clients the same approach to wealth management that Manulife uses to invest in its own balance sheet. Receive personalized and integrated wealth management solutions to achieve each of your financial goals. To learn more, speak to your advisor or call Manulife Private Wealth today.