Alexa Bodel CFA CFP®

Experience

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  BC Treaty Commission

  Oct 1995 - Jun 1996

  Financial Assistant

  Assist the Commission's Financial Analyst with data gathering, analysis and reporting.

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  Frew Macmaster Ltd, London

  Nov 1996 - Oct 1997

  Research Associate, Investor Relations

  • Investor Relations Reporting: Produced investor relations reports covering stock market and sector performance, shareholder analysis, and feedback from institutional shareholders.

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  Mercer Investment Consulting

  Oct 1998 - Oct 2008

  • Manager Research: Lead for European equity research, - formulate the research view on European equity products, - responsible for monitoring all positively rated products and assessing trends for the asset class. Extensive product coverage during career to include Equities (UK, European, Small and Large Cap, long/short), Fixed Income (UK, Eurozone), Private Equity Fund of Funds.• Practice Development: Lead team which founded the European Ratings Review Committee. Brought together leaders from across Europe to agree guidelines and goals for the committee, - participate with the committee on an ongoing basis as member and as researcher for equity products, - expand research universe to meet local practice needs.• Communicate research view and changes across the global Investment Consulting practice, - discuss managers’ products with Mercer consultants and their clients, - formulate manager short-lists.• Lead debate on research view of products with the ratings committees (UK, Europe and Global), - drive research priorities in my universe given client demand and knowledge of available products. • Staff Development: Train and develop staff in local practices in continental Europe to conduct manager research and formulate research views consistent with Mercer’s manager research framework. • Relationship Management: Maintain relations with internal clients; build and maintain relations with external asset management teams to keep abreast of products and developments. Show less • European Managers Guide: Lead production and development of the European Manager Guide (Mercer’s annual publication covering institutional asset management in Europe). The role involved production, marketing/press contact, data analysis and writing manager summaries.• Analytical Tools: Advisor to internal and external clients on the use of various software tools used to analyse asset manager performance and portfolio holdings. • Performance Reporting and Projects: Produced quarterly performance reports Show less

  • Principal - Investment Consulting and Manager Research

    Jun 2000 - Oct 2008

  • Senior Analyst, Products Group

    Oct 1998 - Jun 2000
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  Clarity Investments

  May 2011 - Apr 2013

  Financial Planner & Investment Advisor

  Comprehensive Financial Planning and Investment Management Services for Individual and Families, conducted on a Fee-Only basis.Alexa is a CFP™certificant in the United States and maintains CFP™ Board membership in the United States including the Continuing Education Requirements.

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  Bodel World Tour

  Jun 2013 - Jun 2014

  Travel Liaison & Home Educator

  In June 2013, our family of four embarked on an adventure and lifelong dream. We packed up our vehicle in New York, drove across the continent to Vancouver, then hopped on a plane and traveled around the world for the next year. We experienced 22 countries before returning to Canada.

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  Chalten Fee-Only Advisors Ltd.

  Aug 2014 - now

  Founder & Director

  Chalten Fee-Only Advisors Ltd. is a fee-only investment management and financial planning firm based in Vancouver serving the needs of individuals and families in Canada. Our goal is to help our clients feel empowered, confident and in control. We provide advice and services that are independent, fairly priced and aligned with our clients' long-term financial and life goals. "Fee-Only" means that our only source of compensation is directly from you, leaving no incentive for us to recommend anything but what is in the best interest of you and your family. If you'd like to set up a complimentary initial consultation please contact us at [email protected] or 604 922 7880. Show less