Alexander Martin Email & Phone Number

Born in Halifax, Alex was raised in Montreal and has called Ottawa home since 1992.Alex is a Senior Advisor with the Deloitte Digital Customer practice currently focused on growing mid-market Salesforce implementation services for financial industry clients. Alex uses his extensive experience in technology development, business analysis, process development and coaching, combined with his passion for the Salesforce.com platform, to help clients develop the ultimate digital platforms for their businesses.Alex specializes in translating business requirements into technology solutions for wealth and asset managers as well as insurance companies and independent investment dealerships in Canada. Drawing on 10 years of experience within wealth management as an Investment Advisor, Alex has a unique view of the distinct needs of both clients and advisors, as well as the challenges that traditional investment dealerships face with digital transformation.Alex honed these skills as the Vice President of Craig & Taylor Associates and Insurance Agency Ltd. Alex was responsible for developing the processes and implementing the technology utilized by the Craig & Taylor team of CFP® professionals to provide innovative solutions and superior service to their clients. As an Investment Advisor with IPC Securities Corporation, Alex also worked directly with clients to provide customized portfolio-based investment solutions.Alex believes that education is a key contributing factor to a client's overall success in any industry. Alex's strong communication skills and empathetic, straightforward approach help foster an environment for client empowerment. This is the cornerstone to his approach to both technology coaching and consulting by demonstrating a clear understanding of the technology being implemented mixed with deep industry knowledge.Alex is also a founding partner of Finally Technology Inc. Finally is a FinTech product development firm focused on the development of next-generation of enterprise-level dealer management tools. Finally helps deliver seamlessly integrated solutions that govern all aspects of practice management through an ultimate client-first experience. Before entering the financial industry in 2010 as a Wealth Advisor, Alex spent fifteen years heading up multiple game development and new media service companies. Alex has also taught game design and development as a Professor at the School of Media and Design at Algonquin College in Ottawa. Alex draws on all of these combined experiences to provide a unique approach to each client solution.

Listed skills include Financial Advisory, High Net Worth Individuals, Personal Finance, Wealth Management, and 15 others.

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