I joined the firm in 2007, and am relied upon to construct sound, supportive Life plans for our clients. To me, our differentiator is the fact that we're focused Life experts. We've honed our skills and experience so we're razor-sharp in terms of market knowledge, industry trends, new products, tax laws, plan construction and calculations, financial analysis and detail. This being said, we're uniquely devoted to simplifying complexity. Particularily, to clarifying implications and illuminating opportunities for our clients and our advisors.

A proud new parent, Alex is a graduate of the Life License Qualification Program and holds a Dipl. Business Management from Douglas College.