Welcome to Alexander Potter, Certified Financial Planner CFP®
With a deep understanding of the industry and a commitment to excellence, we specialize in providing tailored solutions to meet your unique needs. Our priority is to protect what matters most to you, offering peace of mind and unmatched dedication to ensuring your best interests are always at the heart of what we do.
The 30/30/30 Compound Effect: Incorporated Business Owners Are Keeping an Extra 30% of What They Earn Without Changing How They Work
Your Financial Information Centre
The World Is Loud. Your Financial Plan Shouldn’t Be.
The headlines may be unpredictable, but your financial life doesn’t have to be. For business owners, good planning is less about predicting what happens next and more about preserving choices when it ... ...more
Blogs
August 13, 2026•3 min read
Let’s Talk About Fees
Fees matter, but they should not become a smokescreen. This article explains why the real focus should be on outcomes, value, and whether your financial strategy actually gets you where you want to go... ...more
Blogs
July 06, 2026•5 min read
When the Owner is the Asset
For many business owners, the biggest risk is not the market, the economy, or competition. It is what happens if they are suddenly unable to lead. ...more
Blogs
May 22, 2026•5 min read
The Quiet Cost of Avoiding Financial Conversations
Some financial risks don’t come from bad decisions — they come from conversations that never happen. Here are three simple ways to bring clarity to the areas most people quietly delay. ...more
Blogs
March 24, 2026•2 min read
Why DIY Financial Planning Breaks Down When It Matters Most
DIY financial planning feels fine in calm markets — but the data shows it consistently breaks down under pressure. A stat-driven look at why business owners struggle most when they plan alone. ...more
Blogs
January 22, 2026•3 min read
When Everything Is Gone, Clarity Matters More Than Speed
When disruption hits, clarity matters more than speed. This post explores how intentional financial planning helps business owners stay focused, make better decisions, and reduce stress when life goes... ...more
Blogs
January 10, 2026•3 min read
Address
837 W Hastings Street, Suite 202, Vancouver British Columbia V6B 2N4
Phone
(778) 402-9630
© 2026 | Alexander Potter, Certified Financial Planner CFP®