Alex Coetzee
Job title: Advisor, Sun Life, CHS™
Languages spoken: Afrikaans, English
Area served: Alberta, British Columbia
About Alex Coetzee
As a financial advisor with a background in both banking and higher education, Alex brings a well-rounded and disciplined approach to holistic financial advice. Having started with Sun Life in April of 2020, his experience has taught him the value of strong and trusted Client relationships and clear, thoughtful guidance. He is committed to helping individuals and families build lasting financial security through personalized strategies, education, and a deep understanding of their unique goals.
Outside of his professional work, he takes pride in being the biggest supporter of his 2 teenage children in both academics and sports. He enjoys staying active through pickleball and values spending quality time with his wife and children, whether on the court or when exploring new spots on their breakfast adventures.
Products and services
Life insurance products
Saving, budgeting and investing
Tools and calculators
Retirement savings calculator
What you get: An assessment of whether you’re saving enough to retire when and how you want.
Life insurance calculator
What you get: An estimate of the amount of coverage you need to protect those who depend on you
Budget calculator
What you get: An understanding of your income and expenses and a budget you can return to and update as your needs change.