Alexander Mood

Managing your wealth with confidence requires a close, personal relationship, built on trust, expertise and a deep understanding of your needs. As a Senior Financial Planner at Meridian, I’m passionate about working with you to manage and navigate the complexities of your wealth, while providing solutions tailored to your lifestyle.

My goal is always to preserve your capital and help it grow. I respect your risk tolerance and investment objectives and I’ll design a portfolio for you that reflects your investment style, follows a consistent approach to financial management and matches your goals. Whether you’re buying a home, planning for retirement or leaving a legacy to your family or favourite cause, a financial plan and investment expertise can be indispensable. I’m here to help.

I have over a decade of experience in the finance industry. My education credentials include an MBA from the Schulich School of Business at York University, a Personal Financial Planning (PFP) designation, and the Responsible Investment Specialist (RIS) designation. I’ve also taken a number of courses from the Canadian Securities Institute.

As a Meridian Senior Financial Planner and your neighbour, I look forward to speaking with soon you about how I can help you realize your financial goals.

CIRO Advisor Report

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.