As an associate portfolio manager with Manulife Private Wealth, Alex works with affluent clients and foundations seeking a comprehensive platform offering discretionary wealth management and private banking, tax, retirement, and estate planning services. With over 10 years of experience, Alex has established himself as a trusted advisor to his clients, leveraging his relationships with teams across Manulife to ensure every client’s unique circumstances are met with personalized solutions.

Throughout his career, Alex has developed a deep understanding of the unique financial challenges and opportunities faced by his clients. With a keen eye for detail and a comprehensive knowledge of the industry, he's adept at tailoring investment strategies that align with each client's specific goals and risk tolerance.

What sets Alex apart is his unwavering dedication to building strong and lasting relationships with his clients. Recognizing that trust is the foundation of any successful financial partnership, he goes above and beyond to earn their confidence. By actively listening and understanding their complex needs, he delivers comprehensive solutions that encompass not only investment management but also wealth preservation, growth, and succession planning.

Prior to joining the team, Alex worked for a multifamily office out of Montreal. During his time there, he had the opportunity to work closely with a number of high-net-worth and ultra-high-net-worth families, gaining a strong understanding of their unique needs and requirements. Alex is a Chartered Financial Analyst^® (CFA) charterholder and is an Associate Advising Representative licensed in British Columbia, Alberta, Ontario, and Quebec. Alex currently holds a Bachelor of Business Administration in Finance from the Williams School of Business – Bishop’s University.

In his spare time, Alex enjoys traveling with his wife and spending time outdoors golfing, cycling, skiing, and fishing.