Most high earners overpay tax—without realizing why.
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
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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
When Minutes Matter: A Year-End Reflection We Didn’t Expect
As we approach the holidays, we’ve been reflecting on an experience we never expected — losing our home to a fire with only minutes to act. It reinforced some hard-earned lessons about preparation, re... ...more
Blogs
December 19, 2025•3 min read
Your Business Needs Cash. So Does Your Life. Here’s How to Choose Wisely.
Most Canadian business owners make decisions that benefit the business but weaken their personal finances — or vice versa. The trick isn’t choosing one. It’s understanding the framework that keeps bot... ...more
Blogs
November 21, 2025•3 min read
AI Financial Planner?
Artificial intelligence can produce confident, polished answers. But in financial planning, asking the right questions — and having someone willing to challenge your assumptions — is where real value ... ...more
Blogs
October 22, 2025•2 min read
You Don’t Need a Product. You Need a Plan.
Financial planning isn’t about quick fixes — it’s about taking the right steps in the right order. This post breaks down how a planner helps you stay focused, adjust when needed, and move toward real ... ...more
Blogs
August 26, 2025•1 min read
Address
837 W Hastings Street, Suite 202, Vancouver British Columbia V6B 2N4
Phone
(778) 402-9630
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