Alexander Potter

Financial Security Advisor
Investment Representative

I understand your goals and dreams are as individual as you are. Whether you're starting a new family, preparing for retirement, or running a business, I will work with you or your business to build the customized financial security plan that best fits your needs, helps you manage risk and brings your goals within reach through an integrated planning process. After evaluating your needs, investment comfort level and life stage, I will recommend those products and services that best help you achieve these goals. Through comprehensive analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists, I will help you make sense of your options.

Contact me today to learn more

Recent posts

Budget tips for holidays

Dec 01, 2021 - Canada Life

Make your holidays precious, not expensive...

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How you can teach your children about financial literacy

Nov 15, 2021 - Canada Life

Use these age-based strategies to teach your kids how finances work and how to manage their own money...

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Renting or owning: what’s right for you?

Nov 01, 2021 - Canada Life

As a basic rule, renting is usually cheaper than paying the mortgage for a home. However, this depends on a number of factors, including the location and type of house you rent...

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