Financial Planner & Portfolio Manager
Alessandro has been in the financial industry since 2007. He began his career as an advisor in the insurance industry with London Life, then moved over to the Canadian banking sector. His career as a financial advisor began with BMO and evolved as a Financial Planner and Investment advisor with RBC, Manulife Securities and MD Financial Management. Alessandro has extensive experience in financial planning, which includes investment advisory, retirement and estate planning, insurance, and banking.
Alessandro graduated from Concordia University with a Bachelor Arts (BA) majoring in Business Administration. He also pursued graduate studies and obtained a Graduate Diploma in Finance from McGill University. He holds both the Financial Planner designation (Fin.Pl.) from l’Institute Québécois de Planification Financière and the Chartered Investment Manager designation (CIM).
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