Alex Vy
FINANCIAL ADVISOR
3190 Steeles Avenue East
Suite 210
Markham, Ontario
L3R 1G9
Book an appointmentMaking the right moves
It starts at the roots; the beginning. It only takes that one step from you to ensure you’re headed in the right direction. Life is unpredictable and you never know what the next few years might hold. You can take the initiative and assure your family’s assets and financial affairs will be protected through longevity and peace of mind.
That’s where I can help
Life is like a tree – As it grows, new branches spring left and right. As your Financial Advisor, I can assist and prepare you for whatever life throws at you. It begins with identifying your financial goals and developing a tailored strategy to help you reach your objectives. With a vast array of innovative and competitive financial solutions, I can effectively personalize and optimize the right strategies to help you meet your financial goals.
A little more about me:
- Licensed Financial Advisor with extensive stock brokerage experience
- Currently pursuing my Certified Financial Planner designation
- Passionate about making a difference in people’s lives
Just a few more ways I can help:
- Uncover ways to reduce the tax you pay
- Get your money working harder so you don’t have to
- Protect your family from the unexpected
- Safeguard your health from life-changing events
Did I mention I’m mobile?
Sometimes life can get busy, and that’s why I’m committed to working around our schedules to ensure our meetings are held at a convenient, comfortable and confidential setting. I find this creates the right environment where strong relationships can be built and better decisions can be made.
Looking forward to working with you!