Alexandra “Alex” Weaver focuses on working with clients to create personalized wealth and investment plans. Alex is uniquely qualified to work with wealth planning experts and to coordinate with the trusted advisors of our clients to develop wealth plans with a focus on estate, philanthropic, cash management and other specialized needs.

Alex is a Senior Investment Advisor, Portfolio Manager, Lawyer, and Author. Alex’s multi-disciplinary experience enables her strategic approach to help clients keep more of their income and successfully grow and protect their wealth. She obtained her Bachelor of Laws (LL.B) from the University of Windsor, where she was awarded the Windsor Law Prize in Access to Justice. Prior to joining the financial services industry as an Investment Advisor, she practiced law at one of Hamilton’s largest law firms. Alex has spoken at events to educate professionals on building wealth. She is the co-author of 36 Quick Tips for Savvy Women.

Alex enjoys keeping healthy by participating in Crossfit at Alchemy Fitness, skiing the slopes at Holiday Valley NY and sharpening her golf skills with a local golf league. She lives in Hamilton with her husband and son, Charlie and Frederick, and their bulldog “Levi”.

As a firm believer in goals-based investing—Sam Hejazi focuses on developing, navigating, and monitoring investments to align with client's financial ambitions and wishes. In addition to monitoring market events, he is responsible for developing diversified strategies that place importance on the value of capital preservation and steady growth. Working with clients, Sam creates an ‘investment roadmap’ based on your financial goals and draws from internal and external sources in final portfolio construction.

Sam is a Senior Investment Advisor, speaker, and investor advocate. He obtained a B.A. from University of Toronto and is a believer in continuing investor education. Sam’s past experience includes helping develop, structure, and bring to Canadian markets innovative investment strategies with boutique investment firms in Toronto. He has also had the opportunity to work with hundreds of investment professionals in Southwestern Toronto and Manitoba in developing investment strategies for their clients.

During his spare time, Sam enjoys reading, playing tennis, squash, and fishing with his brother. On the weekends he can be found hiking trails with his wife Katie and their chocolate lab “Cooper”.

Debra is the backbone of the Weaver Hejazi Wealth Management Team. She specializes in the administrative and concierge services for clients and assists in navigating procedures and processes to ensure clients’ needs are met.

Debra is a registered representative with work experience expanding from Branch Administration and Client Services to her current role as Team Administrator. She has been working with our clients for over 25 years.

In her free time Debra enjoys the summer months in and around her pool, walking, golfing, and spending time with family and friends. Debra is a dedicated caregiver to her mother who is battling Alzheimer's. It is very important to Debra to ensure her mom remains in a mentally good place.

Jeffrey is an accredited professional with over 25 years of experience providing financial planning and advice to clients. He is passionate about creating and delivering customized financial plans and sound strategies to help high net worth clients manage their wealth. He provides advice on sophisticated wealth strategies for clients including areas such as integrated personal and business wealth planning, inter-generational wealth transfer, and tax optimization strategies.