Alixandra Albert, CIM®

Experience

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  Industrial Brothers

  Nov 2018 - Oct 2021

  Accounting Bookkeeper
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  Optimize Wealth Management

  Oct 2021 - Dec 2021

  Executive Assistant

  By introducing Canadians and their families, as well as foundations and other not for profit organizations, to Optimize's discretionary wealth management services and portfolio management team, I provide a confident approach to guiding my clients towards achieving their long-term financial goals. Optimize Wealth Management is one of Canada’s leading investment management firms whose affiliated teams are recognized throughout the industry as thought leaders and impact setters.I adhere to the key principles of listening and responding, placing the utmost importance on understanding each of my client’s unique goals and objectives, ensuring flexibility to changing market conditions and personal circumstances. I am dedicated to developing strong working relationships and providing the highest level of personalized service. Show less

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  Foster & Associates Financial Services Inc.

  Jan 2022 - now

  • Investment Advisor

    Feb 2023 - now

  • Investment Representative

    Jan 2022 - now