Alex Focuses on providing comprehensive wealth management services to a select group of private clients, with a particular focus on Dentists and other Medical professionals.
Prior to joining TriDelta Financial, Alex spent four years working for an organization, exclusively serving Ontario dental professionals and their families, providing wealth management solutions and comprehensive financial planning advice to help them integrate both their personal and corporate assets into custom-tailored investment and estate plans.
Alex has over 25 years of experience in financial services, with extensive experience in discretionary portfolio management as an investment counselor, portfolio manager and private wealth consultant at leading Canadian financial institutions. He is a Chartered Financial Analyst (CFA) charterholder and a Certified Financial Planner (CFP) — designations qualifying him to provide comprehensive advice to individuals with complex financial planning requirements.
Alex is married with three children. When he is not working, he can be found on the soccer field, either coaching his children or playing the world’s most popular sport.
Contact Alex Shufman at (416) 733-3292 x 231 or email him at firstname.lastname@example.org.