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.
Stop Overpaying Taxes Now
“Secure Your Retirement & Keep More of Your Money with a Tax-Smart Exit Strategy endorsed by the CRA!"
BLOG
Why Key Person Insurance Could Be the Most Important Policy Your Business Ever Buys
A quick guide for business owners on how key person insurance can protect your company if a critical team member becomes unable to work or passes away. ...more
Blogs
April 17, 2025•2 min read
Legacy Secured: Why Every Family Business Needs a Succession Plan—Now
Steering a family business without a succession plan is like navigating without a compass—risky and potentially disastrous. Discover why proactive planning is essential to protect your legacy, reduce ... ...more
Blogs
April 08, 2025•2 min read
Why “Do Your Own Research” Might Be Costing You
Building a successful business or high-income career takes skill. But when it comes to succession, exit, or retirement planning—“doing your own research” might not be enough. ...more
Blogs
March 21, 2025•2 min read
Tax Smart Exit Strategy a Case Study
Business owners and incorporated professionals, you are probably paying too much in taxes. This case study will show you what is possible. ...more
Blogs
March 08, 2025•3 min read
Top 5 Tactics to Keep Your Business Running When You Can't be There
Life is unpredictable. Illness or injury can disrupt not just your personal life but also your business. As a business owner, your absence—planned or unplanned—can lead to significant challenges. ...more
Blogs
March 07, 2025•3 min read
Term vs. Permanent Life Insurance: What Business Owners Need to Know
What is the difference between Permanent Life insurance and Term Life Insurance? What does it mean for your business? ...more
Blogs
March 06, 2025•2 min read
TESTIMONIALS
What Our Clients Have To Say
I’ve worked with many insurance providers globally, but none have offered such personalized service. Their team truly goes above and beyond.
— John M.- From Chicago
Exceptional experience from start to finish. They took the time to understand my needs and offered the best solutions tailored to my situation.
— Sara K.- From Chicago
I’m impressed by their global reach and professionalism. Their quick responses and reliable support make them my top choice for health coverage.
— Carlos Garcia - From Chicago
Frequently Asked Questions
What makes your insurance plans different from others?
Our plans are tailored to meet individual needs, offering flexibility, competitive pricing, and a seamless claims process to ensure your peace of mind.
How do I know which plan is right for me?
Our experts provide personalized consultations to assess your needs and recommend the best plan that suits your health, budget, and lifestyle.
Can I make changes to my policy after purchasing?
Yes, we offer easy policy adjustments to ensure your coverage stays up to date with any changes in your life or needs.
Is my family covered under my insurance plan?
Yes, we offer family plans that cover all ages, ensuring your loved ones are protected with comprehensive care and support.
How quickly can I make a claim?
Our claims process is fast and efficient, allowing you to submit claims easily, with most claims being processed within 24-48 hours.4o mini
Address
324 11671 7th ave , Richmond BC V7E 4X2
Phone
(778) 402-9630
© 2025 | Alexander Potter, Certified Financial Planner CFP®