About

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.

With a strong background in administration and business management, Renée brings a wealth of organizational and Client service experience to her role. Her professional journey includes two years in hospital admissions, followed by two years working in the office of the managing director of a telecommunications company where she developed a strong ability to manage sensitive information and support Clients with care and efficiency. In addition, she spent 14 years as a business owner, building valuable skills in operations, problem-solving, and customer service that now support the smooth functioning of this advisory office.

Outside of work, she enjoys an active family life with her husband and two children, who keep the household busy with sports and a variety of extracurricular activities. When the family isn’t on the go, she appreciates quieter moments at home—often in the company of her much-loved lap dog.