Alex Zegers, Financial Advisor

Focus Areas

  • Retirement savings strategies
  • Retirement income strategies
  • Estate and legacy strategies
  • Intergenerational planning
  • Business owner considerations

About Alex

You deserve to have unbiased, professional advice that will help you make the best financial decisions.

I first began my practice in Bloor West Village in Toronto before moving to the Clarkson/Lorne Park area of Mississauga in 2015. I hold the Certified Financial Planner® and Certified Executor Advisor® designations, and I plan to add to that before the end of this year.

My philosophy for helping people is centred around three core principles:

1. You deserve a personalized plan that focuses on what is most important to you.
2. Life is not static, as your needs change and evolve...

Work History

  • Edward JonesDecember 2012 to Current

Personal Interests

  • Spending Time with Family
  • Traveling
  • Baseball
  • Cycling

Team Members

  • Patty Mills
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

More to explore

My priorities

What are your priorities?

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Setting your path

We use an established process to help you reach your goals.

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