Alex is a Partner and Senior Wealth Advisor in the Buchanan-Mears advisory group, and holds the CERTIFIED FINANCIAL PLANNER®, Personal financial Planner®, and Chartered Investment Manager® Designations.

My purpose is to deliver an exceptional experience in your wealth advisory journey. I believe the key to that journey is trust, integrity and a risk management approach that emphasizes both preservation and growth. My Formal Education includes a Bachelors of commerce earned in Toronto before working for some of the largest financial institutions in the world. After moving west to Alberta for a better life and working for nearly a decade with high net worth individuals in financial planning, I moved to CIBC Wood Gundy in order to provide a more comprehensive and unique client experience.

My fundamental investment philosophy centers on age old principles such as Diversification and Asset allocation, while incorporating an ever evolving process to the specifics within that model. The process starts with a top-down (macroeconomic) framework, before utilizing a bottom-up (security selection) process to determine the best objectives for your specific goals. Trust, Transparency, Integrity and continual learning are the hallmarks of my practice.

In his leisure time, Alex enjoys spending time with his Wife Terri, their Dog and two cats.  

Adam Sullivan is an administrative assistant for the Alex Mears Investment Team. He has a Bachelors of Commerce degree from the University of Alberta with a Major in Finance and a Minor in Marketing. He has completed industry courses such as the Canadian Securities Course and the Conduct Practices Handbook. Adam is currently working towards the CIM® and CFA® designations.

Adam enjoys physical exercise, especially when playing sports like Hockey, Soccer & Golf in his free time.