Alex Neufeld, BBA, PFP

With over a decade of experience in the financial services industry, Alex Neufeld helps clients and members understand how the decisions they make today impact what happens down the road. This includes the distinction between retiring and retiring comfortably, and how just a few small changes to your financial plan can make all the difference.

Alex earned a Bachelor of Business Administration degree from Victoria Island University and holds the Personal Financial Planner (PFP®) designation. He specializes in making savvy investment decisions to decrease your tax bill, employing a variety of strategies that reflect each client’s individual investment needs and goals.

When it comes to helping clients improve their financial health, Alex looks forward to finding specific ways he can help individuals and families achieve their objectives.

Alex can often be found at the local rink as he’s an avid hockey player. Outside of the office, Alex enjoys exploring all Vancouver Island has to offer with his partner and their golden retriever, Finn.

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Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.