As RowanOak Private Wealth Counsel’s backbone to the Financial Planning, Alex`s primary focus is on portfolio reporting and analysis. Working closely with other members of our wealth management team, Alex assists with the creation and evolution of financial plans, portfolio analysis and retirement and estate planning strategies.
Prior to joining RowanOak Private Wealth Counsel Alex worked as a financial service representative and licensed financial advisor for some of the big 5 banks. Recently completing his Chartered Investment Manager Designation, one of the more prestigious designations available in the industry, his expertise and professionalism are invaluable to our firm.
Alex was born and raised in Toronto and now lives in Oakville; as a result he is “a huge Leafs/Raptors fan.” As an avid traveler and foodie, Alex has already checked off many destinations and hopes to one day travel to every continent and sample the local food.