David V. Alexander CFP®, CIM, FCSI
I'm fortunate to love what I do and truly enjoy getting to know the families we work with. My primary goal is to build confidence the old-fashioned way—by getting to know everyone personally. This helps us tailor the best approach so the families we support can build, protect, and enjoy their wealth while ensuring a smooth transition of assets to those who matter most.
With over 21 years in practice, I am a CERTIFIED FINANCIAL PLANNER® professional, a Chartered Investment Manager (CIM®), and a Fellow of the Canadian Securities Institute (FCSI®). With an Honours BA from the University of Windsor, I'm an enthusiast of all the world has to offer and love engaging in healthy debates and thought-provoking dialogues.
I believe in going to bed each night 1% more knowledgeable than when we woke up—by reading, listening, and engaging with the world. I'm passionate about continuous learning, not just within the wealth management industry but in all things awesome in life.
On a personal note, I'm a father of two bold, brave, and kind-hearted young girls, and I enjoy life's adventures with my beautiful wife. Our goofy, oversized canine keeps us active and exploring our wild Alberta backyard.
I'd love to start a conversation with you. Whether it's an introductory chat or a detailed financial plan, please connect and say hello! And if you were referred to us, let us know who we need to thank!
"Be Bold, Be Brave, Do Good." - Maxwell and Lennix Alexander