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1 First Canadian Place
39th Floor, P.O. Box 150
Vice President and Wealth Advisor
Tel: (416) 359-5440
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|With more than 25 years experience in the industry, Alexa puts a wealth of investment experience to work for her clients.
Alexa has an MBA from the University of Toronto, and an Honours B.A. from Queen’s University at Kingston, Ontario. She is an Investment Advisor and a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc. She has her PFP (Professional Financial Planner) course. By demonstrating expertise in a wide array of financial solutions (both personal and corporate), Alexa earned the firm's Wealth Advisor title in 2009.
A cornerstone to Alexa’s business is personal service. She uses an ongoing consultative process with her clients and their families to build long term relationships based on trust and integrity. As a result, many clients are obtained by referral. Her clients believe that their family and friends deserve this level of service and peace of mind with their own investments.
Alexa travelled the world as an International Tour Guide in her undergraduate years. This honed a natural love of people and hospitality, and gave her a unique window to the value of a well planned retirement. Outside of the office, she enjoys gardening, travelling, skiing and competitive sailing with her husband and sons.