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

Insurance basics for kids

Nov 30, 2023 - Canada Life

Insurance may seem like a complex topic to talk to your kids about. But sharing basic insurance concepts can help prepare your kids for the future....

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Investing basics for kids

Nov 28, 2023 - Canada Life

It might seem odd to talk to your kids about investing, but by introducing the topic early, you prepare them for financial decisions they’ll need to make as adults....

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Dividend investing

Nov 27, 2023 - Canada Life

To diversify and balance your portfolio, you may want to consider dividend investing. This strategy can help reduce volatility in your portfolio....

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