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

Messages récents

Ne laissez pas les émotions contrôler votre programme de placement

sept. 27, 2023 - Canada Vie

Il existe plusieurs stratégies que vous pouvez utiliser pour éviter de laisser les émotions guider vos placements...

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Pourquoi devriez-vous désigner un bénéficiaire

sept. 21, 2023 - Canada Vie

La désignation d’un bénéficiaire constitue un volet important de votre programme financier...

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Qu’est-ce qu’un actif réel?

sept. 19, 2023 - Canada Vie

La diversification de votre portefeuille au moyen d’actifs réels peut vous aider à atteindre vos objectifs financiers et à assurer votre avenir...

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