Alexander Mazzonello Email & Phone Number

As a Financial Advisor at Educators Financial Group, I help educators and their families achieve their financial goals through personalized planning and advice. I work with clients to understand their needs, risk tolerance, and investment objectives, and provide them with tailored solutions that suit their lifestyle and budget.I also leverage my expertise in mutual funds as an Investment Specialist at BMO Wealth Management, where I assist clients with portfolio construction, asset allocation, and fund selection. I have contributed to the growth and retention of assets under management, as well as the enhancement of client satisfaction and loyalty. I have also partnered with other financial professionals to deliver comprehensive wealth management services to clients.I have a strong background in finance, having graduated from University of Guelph's College of Business and Economics with a Bachelor of Commerce (B.Com.) in Finance in 2019. I have also completed the Canadian Securities Course, which demonstrates my knowledge and competence in the securities industry. I am passionate about helping people achieve their financial goals and dreams, and I am always eager to learn and improve my skills and knowledge.

Listed skills include Leadership, Microsoft Office, Management, Microsoft Word, and 9 others.

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  University Of Guelph'S College Of Business And Economics

  Finance, General