Welcome to Alexander Potter Financial

We offer financial planning services for business owners and executives. We specialize in working with family-owned businesses, senior executives, and their families to create personalized financial plans that help them achieve their long-term financial goals. Our team of experienced advisors and subject matter experts has the knowledge and expertise to help you navigate the unique financial challenges that come with owning a business, including retirement planning, tax strategies, wealth preservation and legacy strategies. We understand that every business and every family is unique, and we take the time to get to know you and your needs so that we can create a customized plan that is tailored to your specific situation. Contact us today to schedule a consultation and learn more about how we can help you achieve your financial goals.

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

Highlights of the 2023 federal budget

Mar 29, 2023 - Canada Life

How the 2023 budget may affect your financial plans...

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Your money is safe in Canadian banks

Mar 17, 2023 - Canada Life

Recent news of bank failures in the U.S. may be making you nervous. Banking failures are extremely rare in Canada and customers are protected...

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4 tips for managing finances with roommates

Mar 15, 2023 - Canada Life

Housing is expensive, and you can make your money go further when you share costs. Here are some tips to help you manage household finances with roommates....

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