Member

Alex Toth

Burnaby, BC

RBC Dominion Securities

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Alex Toth

Member Bio

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Specializations

Corporate Financial Planning
Corporate Insurance Planning
Crossborder Planning (US/Canada)
Divorce
ESG & Impact Investing
Estate Planning
Financial Planning
Insurance Planning
Investment Management
Portfolio Management
Retirement Income Planning
SRI
Succession Planning

Designation(s)

CFP (Canada)
CIM
FCSI

Compensation Models

Fee based (AUM)

Professional Associations

No items found.

Education

University

Assets Under Management

10,000,000-50,000,000

Practice Size

Investment License

Securities

Provinces Licensed (Investment)

Alberta
British Columbia
Quebec
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