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

Five ways you can spend less on entertainment

Jun 15, 2022 - Canada Life

To help you stay on budget while still doing the things you enjoy, check out these tips...

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May 2022 market update

Jun 07, 2022 - Canada Life Investment Management Ltd.

Canadians aren’t just having a difficult time at the pumps. Read our monthly update to find out what’s been moving markets...

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Financial planning for LGBTQ+ families

Jun 01, 2022 - Canada Life

From financial planning to estate planning, there are many aspects to financial wellness that are unique to LGBTQ+ individuals, partnerships and families. Here are some considerations for your individual LGBTQ+ financial planning...

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