Greg A. Email & Phone Number

Ottawa, Canada Area

Working primarily out of the branch in North Bay, Ontario, Greg Alexander is a Senior Financial Planning Advisor with Assante Capital Management Ltd. With more than a decade of experience in the financial services industry, Greg is registered to practice in the provinces of Ontario, Quebec, Alberta and British Columbia. He has a degree in Business Administration (B.Admin.), is licensed to provide advice in mutual funds, securities, and insurance, and has earned his Certified Financial Planner (CFP) designation.Prior to his work in financial services, Greg instructed business, information technology, and personal finance for 13 years as a professor at Canadore College of Applied Arts and Technology. What makes Greg's practice unique is the comprehensive and integrated wealth management approach he takes as his clients' primary advisor. In this role, he manages all of their financial affairs, drawing on the expertise of a team of specialists as needed, often working with his clients' other professionals such as accountants and lawyers.Greg's experience as an investor, entrepreneur, professor, seminar leader and advisor have solidified his ability to simplify the complexities of comprehensive financial planning for his clients

As an advisor licensed to sell insurance, Greg's role is to provide his clients with the best insurance solution for their situation after considering their insurance needs, the required coverage, service and price. Greg is committed to providing clients with quality service and professional insurance advice, including ongoing policy maintenance and claims support. Greg is licensed to sell life and health insurance products in the Province of Ontario.In searching for products and services that best meet client needs, Greg deals with a number of insurance companies. His recommendations are based on a careful assessment of client financial needs and products are selected from a broad range offered by the various insurance companies he deals with which include the following: AIG Life, AXA Canada, Canada Life, Empire Life, Equitable Life, Industrial Alliance, Manulife, RBC Life, Standard Life, Sun Life, Transamerica Life, and Western Life.

Certified Financial Planner Cfp®

http://www.fpsc.ca/find-a-planner-certificant/detail/ById/3423

Education record

Life Insurance and A&S Insurance Agent since 1997 http://alias2a.fsco.gov.on.ca/

Education record

I am an Advisor recognized as Registered Representative approved to provide Securities products in Ontario. Practicing since 1997..

Canadian Securities Course

Conduct Practices Handbook Course (Cph)

Personal Financial Planning Course

B. Admin., Marketing