730 View Street, 10th Floor
Vice President, Wealth Advisor, Portfolio Manager
Tel: (250) 361-2409
Fax (250) 361-2439
|Alexandra (Ali) E. Edgell, CIM FCSI
Wealth Advisor, Portfolio Manager
Ali’s 22 year career in investment management is unique. She is the second generation leader of the Edgell Wealth Advisory Team, a business with over a 40 year history of providing financial advice to discerning individuals and their families.
We are proud to say that we are now helping the third and fourth generations of the same families.
Ali has achieved the senior designation of Fellow of the Canadian Securities Institute (FCSI), the industry’s highest mark of distinction. Representing individual integrity, and absolute professionalism, the FCSI designation is reserved for financial professionals who have met stringent standards for advanced education, experience and ethical conduct. Ali is also a licensed portfolio manager for clients requiring discretionary investment management and, a licensed financial planner.
Ali is involved in both local and international charitable endeavours. She is the immediate Past President of the Rotary Club of Victoria having led its 100 members into their second century of service above self and, she is a three time Paul Harris Award recipient from the Rotary International Foundation.
In her spare time, Ali and her husband, Paul, lead active lives with their two young energetic black Labrador retrievers, Cricket and Enzo. Ali participates in competitive level agility, scent work and rally obedience with both dogs.
Ali likes to think of herself as a retirement strategist. Clients who are retired want to ensure financial security for themselves and their family whilst minimizing taxes. And, clients who aren’t retired may be thinking about how much they need and how to achieve their goals for the future. Whatever the retirement stage, Ali and her team have the ability to help make it a financial success.
Ali says, “We are absolutely committed to helping our clients achieve financial peace of mind. We help our clients to envision the future and create a plan to realize their goals. We have a disciplined investment process and, combine all of that with regular review for a fair and transparent fee.”