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.

Messages récents

Comment l’assurance du personnel clé peut aider votre entreprise

nov. 15, 2022 - Canada Vie

L’assurance du personnel clé est une assurance qu’une entreprise achète à l’égard de la vie ou de la santé d’un propriétaire ou d’un employé essentiel au succès de l’entreprise....

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Revue des marchés d’octobre 2022

nov. 10, 2022 - Gestion de placements Canada Vie

Les banques centrales tentent à nouveau de maîtriser l’inflation...

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Planification visant les frais d’homologation et l’impôt sur l’administration des successions (sauf au Québec)

nov. 07, 2022 - Canada Vie

Six stratégies de planification efficaces visant les frais d’homologation qu’il convient d’envisager lorsqu’il est question du plan successoral global du client...

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