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

Nine answers to your questions about the Canada child benefit

Sep 15, 2021 - Canada Life

The Canada child benefit (CCB) provides a financial benefit to support families with children during this life stage...

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Life happens. Help your employees prepare for when it does

Sep 01, 2021 - Canada Life

To help your employees prepare for life’s what-if moments, you can offer extra coverage from your group plan: Portable Benefits...

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Canada Life makes investing simpler – new mutual fund names are here

Aug 22, 2021 - Canada Life

To make it easier for you to know what’s in your investment portfolio, Canada Life™ is updating their fund names to be more reflective of what the funds offer...

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