CERTIFIED FINANCIAL PLANNER®, Division Manager
With over 21 years of experience, at David Alexander & Associates, we understand that life is full of surprises. That's why we use world-class technology and regular client interactions to keep our values-rooted, goals-based financial plans accurate, relevant, and actionable. These are designed to adapt to your life's changes, ensuring your financial goals remain within reach.
We call these our "Living Plans," and they are awesome.
Imagine having a financial plan that evolves with you, providing clarity and confidence at every turn. Whether you're planning for a secure retirement, considering your business succession strategy, or preparing to build a living legacy for the ones you love, we are here to help you achieve your dreams.
Our team of CERTIFIED FINANCIAL PLANNER® professionals is committed to building strong relationships and getting to know you personally. This helps us tailor the best approach so you can build, protect, and enjoy your wealth while ensuring a smooth transition of assets to those who matter most.
Let's embark on this journey together. Whether it's an introductory chat or a detailed financial plan, we're here to guide you every step of the way. Connect with us and start your path to financial success today.
Meet our team
Access to experts
IG’s planning professionals have the knowledge and experience to address even the most complex situations. The team comprises over 20 CPAs, lawyers and other tax, estate and investment-focused specialists coast to coast.
The Advanced Financial Planning team is led by the following individuals:
Head of Financial Planning
Vice-President, Tax and Estate Planning
Regional financial specialists
Our team has access to specialists located in our region who provide additional portfolio insight and planning strategies to enhance your Living Plan, creating additional peace of mind for you and your family.
Regional Estate and Insurance Specialist,
I.G. Insurance Services Inc.
I.G. Insurance Services Inc.
Community involvement
As a Canadian company, we believe in giving back in ways that can make real and meaningful differences in communities from coast-to-coast. Our commitment starts with IG Empower Your Tomorrow, a program dedicated to increasing financial confidence of all Canadians.
In the media
For all media inquiries and bookings for speaking engagements, please contact us at alexander.pwm@ig.ca.