Alex Carter

Alex Carter

CFP®, CIM

Senior Wealth Advisor, Owner (Rosedale Branch)

CFP®, CIM

Senior Wealth Advisor, Owner (Rosedale Branch)

Alex owns and operates an integrated wealth management practice serving successful families and business owners. Alex and his team of specialty professionals work collaboratively with clients and their existing professionals to identify all financial opportunities.

Alex has extensive financial qualifications including the Certified Financial Planner designation, the Chartered Investment Manager (CIM®) designation and the Certified Executor Advisor (CEA) designation. Alex is a member of the National Advisory Council at Assante Wealth Management.

A graduate of University of Western Ontario, Alex lives in downtown Toronto with his wife and two children. He currently competes on the national and international squash circuit and serves as a Board Member of the Ontario Jesters Charitable Organization promoting the game of squash.

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