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

Épargner en vue de financer les études de votre enfant

oct. 04, 2022 - Canada Vie

Le coût des études postsecondaires ne cessant de croître, il est important de commencer à épargner aussitôt que possible...

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Réinventez votre retraite

sept. 26, 2022 - Canada Vie

La retraite peut vous donner l’occasion de vous réinventer et de profiter d’une nouvelle phase de votre vie...

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Pourquoi l’assurance collective convient-elle à ma petite entreprise?

sept. 25, 2022 - Canada Vie

L’ajout de garanties collectives à votre petite entreprise est un excellent moyen de vous distinguer...

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