As a Manager on Chronicle Wealth’s Financial Planning team, Alex focuses on helping the firm’s clients methodically plan to achieve their financial goals. He gathers and organizes pertinent information to build out and deliver personalized Financial Plans which provide the foundation for current and future strategic planning opportunities. Along with assisting in implementing opportunities related to cash flow and retirement planning, tax and estate planning, and insurance and risk management, Alex also monitors and adjusts plans on an ongoing basis as client needs develop and change over time.

Alex joined the Chronicle team in 2019. Prior to joining Chronicle, he was a Senior Financial Advisor at Scotiabank, where he was directly responsible for the banking, investment, lending, and planning needs of a book of clients. While there, he gained important experience in developing, maintaining and servicing client relationships.

Alex graduated from York University with a bachelor’s degree in financial and business economics. He is also a CFP® professional and is currently working on attaining additional designations.

Outside of the office, Alex is a dedicated sports enthusiast who enjoys both watching and playing soccer and hockey. He also loves to travel and explore new destinations, but most importantly, he cherishes spending quality time with his wife Natalie and their daughter Sofia.