Alex Ortiz, FPl
Wealth Advisor, Wealth Advisory Services
Executive summary
Alex is a trilingual wealth advisor with more than 15 years of experience in financial services and wealth management. He is passionate about helping his clients reach their financial goals by using a holistic financial planning approach.
Alex holds a bachelor's degree in accounting from the University of Magdalena in Colombia, his home country. He also holds a Certificate in Financial Services Advice from the Canadian Securities Institute. And Alex received the financial planner (FPl) designation from the Institut québécois de planification financière (IQPF).
Whether Alex is structuring a long-term wealth strategy, a tax efficient estate plan, a retirement plan, or a risk management strategy to protect assets and loved ones, he will work with you to build a solid financial plan to grow, preserve, and transition your wealth in a tax-efficient manner.
Professional affiliations
Member, Association de planification fiscale et financière (APFF)
Professional designations and education
Financial planner, Institut québécois de planification financière (IQPF) (2017)
Certificate in Financial Services Advice, Canadian Securities Institute (2016)
Accounting, University of Magdalena, Colombia (2009)