Alexander Philipp
Investment Advisor Attached to Peak Securities Inc at Peak Securities Inc
Based in Edmonton, Canada
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Seniority
Staff
Department
Other
Location
Edmonton
Industry
Financial Services
Company size
69
Contact information
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a•••••••@peakgroup.com
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Background
About Alexander Philipp
I am a Certified Financial Planner with expertise in Wealth Management. My main area of focus is Retirement and Estate Planning. I work with Canadians to collaborate and create a sound Retirement Plan that suits their needs. My second area of focus is advising young Canadian families. This includes utilizing sound financial planning strategies to begin to grow and protect their wealth. I have a strong focus on helping these two demographics transform their financial future and achieve their personal-financial goals with our unique approach tailored towards Canadian Families; including generational planning. Specialties Include- Retirement Planning - Education Savings - Estate Planning - Intergenerational Wealth Transfers - Risk Management When I am not helping my clients achieve their financial dreams, you can find me exploring Edmonton's river valley with family and friends. I enjoy being outside and spending free time improving myself and my community. Alexander Philipp, BA CFP philipp.alex@peakgroup.com WestridgeWM.com
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