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

Financial planning for widows

Feb 29, 2024 - Tom Fraser

It’s important to plan how you’ll manage your finances both in the short term and the long term if your spouse dies before you do....

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Financially preparing for the death of a spouse

Feb 22, 2024 - Canada Life

Women may experience unique challenges when it comes to their finances after losing a spouse....

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How much does divorce cost in Canada?

Feb 15, 2024 - Canada Life

In Canada, average legal fees for divorce can run from $1,000 to $25,000, depending on your situation and your relationship with your spouse....

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