Alexander Norman Email & Phone Number

Vancouver, British Columbia, Canada

WHAT WE DO:I specialize in helping medical professionals, high net worth individuals & business owners achieve a work optional lifestyle through comprehensive wealth solutions. By addressing all disciplines of wealth, myself, my team, & external partners can help you maximize your financial situation so you can focus on what important to you, your family & business.WHAT MAKES US DIFFERENT:Our family office practice model allows us to maximize your current & future well-being by:✔️ Creating customized personal financial plans where we will help you pin-point what is needed for you to achieve a work optional lifestyle.✔️Developing pension-like, defensively constructed portfolios using equities, ETFs, hedge funds, private debt, private real estate, private equity & more. Our ability to invest in any investment class, company or type allows us to go after the best investment options for you.✔️Watermark Private Portfolios: Our discretionary managed accounts allow us to react quickly to changes in market conditions to maximize opportunities as they arise & exit positions quickly, preserving your hard-earned capital.✔️Access to our accountants & lawyers to service you (individually & corporately) allows us to maximize all financial strategies available. We can work with your accountant & lawyer to make sure no stone is left unturned, or you can relax knowing our team’s accountant & lawyer are here for you, your family & business. ✔️Charitable giving foundations to solidify your legacy for generations to come & to help minimize your tax liabilities.✔️Trusts to protect your loved ones.✔️Business succession planning to make sure your business & employees are well taken care of.Let’s book a call & let me walk you through our processes & show you how we can maximize your financial picture.anorman@harbourfrontwealth.comwww.harbourfrontwealth.com1-236-251-5708

Burnaby, British Columbia, Canada

Joined an established wealth management team to be able to provide comprehensive multi-generational wealth management services for our client families.

Granville Island Vancouver, British Columbia ,Canada

Managing payroll activities for 128+ employees.Issuing employee tax slips and Records of Employment.Creating passenger counts in excel to provide information on passenger volume levels, allowing the company to invest resources where they are most useful.Creating and implementing excel safety equipment, inventory and inspection lists to digitally file old records and to update new data entries.Over 10 years of experience in daily engine maintenance and general repair duties for the Aqua Bus fleet and the False Creek area of Vancouver. Over 14 years of customer focused service, as ferry passenger driver (the skipper), as the skipper’s assistant and as a tour guide for private tours. Producing record breaking sales and passenger levels on an annual basis.Successfully completing projects and events while working in teams of 2 to 45 employees. Representing the Aqua Bus Ferries on numerous occasions including meetings with city officials, Transport Canada officials and at tourism conventions.Appeared in a “Vancity Banking” commercial on behalf of Aqua Bus Ferries.Graduated at the top of the class of 23 students with a mark of 96%, while completing the ferry driver certification.

Vancouver, Canada Area

Designed portfolio proposal reports by allocating and analysing 500+ mutual funds, ETFs, REITs, fixed income and money market products from Canada, the US and global markets.Enhanced understanding of investment strategies and organizational structures by regularly speaking with 100+ colleagues in the equity, fixed-income, foreign exchange and alternative investment fund sectors.Attended numerous meetings with 70+ portfolio managers, vice presidents and builders of investment products to gain exposer to thought leaders in the industry. Created 9 websites for 8 investment advisors in English, simplified and traditional Mandarin.Constructed tax and insurance summary reports for 120+ clients by working with the Canadian Revenue Agency and 15+ major global insurance companies.Created, planned, and co-hosted client appreciation nights.Aided in new client discovery, account opening and on-boarding processes.Created daily financial newsletters sent to 90+ clients prior to 8:00am each weekday.Made approximately 100 cold calls per day, twice a week, to CEOs and presidents of local corporations and businesses.Preformed numerous, scanning, coping, filing and other administrate tasks on a daily basis.

102 W Broadway Vancouver

Received recognition as the top salesperson by significantly increasing sales revenues and developing lasting multi-year customer relations, which still exist today.Underwent training to learn, in detail, the companies’ information system and cashier duties.Preformed ski mounting and repairs, as a certified ski technician.In year three, promoted to the head of the snowboarding/winter section. Led a team of three to the store’s highest annual grossing sales since 1992, achieved by teaching effective sales techniques, leading by example and incorporating team members ideas.During employment, the store enjoyed a lower turnover rate and a very high sense of morale throughout the store, especially for my team.

Glacier Creek Lodge Located On Blackcomb Mountain

Managed a team of three by prioritizing tasks and coordinating efforts of 75 other employees in the surrounding stations and back kitchen, in order, to maintain a high level of customer satisfaction during the busy winter season.Received the employee of the week award on multiple occasions. For the week that included the resorts busiest day historically, I was honored to receive this award. Under my tenure our team never experienced any major issues, through common goal sharing, and by holding and maintaining a high level of communication and morale, we were able to achieve our goals in service and teamwork.

Bachelor Of Commerce Finance Co-Op Option With Honours, Finance

Activities and Societies: UBC's Senior Radio Financial News Broadcaster (101.9 fm), Sauder's Finance Mentorship Program, Sauder's Capital.

Associate'S Degree, Commerce And Business Studies

Activities and Societies: CS-Real Estate Club, the Finance Club, the Competitions Club, the Langara-Business-Association, Volt volunteer.