Alexandra Stadnyk, CFP®, CIM®
With over a decade of experience in the ever changing and dynamic world of wealth management, I’ve dedicated my career to helping individuals, families and businesses achieve their financial aspirations.
My journey in this field is not solely defined by experience and qualifications; it’s deeply rooted in a personal story that has significantly shaped my approach to wealth management. A few years after I arrived in Canada as a teenager, my family faced an unexpected loss when my stepfather, our main breadwinner, passed away. In a heartbeat our financial stability was shaken, leaving us with a mountain of uncertainty, primarily due to inadequate estate and investment planning.
This profound experience, marked by legal battles, financial turmoil, and emotional rollercoasters, left an incredible mark on my memory. It’s this very journey that ignited my passion to become the dedicated advocate I am today. The pivotal year of 2008, when I saw my mother's investments being mismanaged during the financial crisis, reinforced my commitment to helping others navigate their financial path.
Today my mission is clear: to help you align your capital with your values and priorities. You see, it's not just about my qualifications and experience; it's about understanding the emotional side of finance. I begin each client journey with a meticulous discovery process, ensuring that your financial plan reflects your unique aspirations. From there, we create an investment portfolio that's both grounded and strategic, aimed at providing stability and growth over the long term.
My aim is to be a trusted partner committed to adapting and guiding my clients through the twists and turns of their financial paths. I want to be the person my family needed in their corner.
With a dedication to integrity, compassion, and an unwavering commitment to my clients, I invite you to embark on this transformative journey, aligning your capital with your values and priorities.