As an Investment Advisor with RBC Dominion Securities, Alex Toth provides access to a comprehensive range of services to help you build and protect your wealth. A graduate of the University of British Columbia, Alex obtained a Bachelor of Arts with focuses in Economics and Psychology. A firm believer in ongoing education, he has acquired the advanced industry designations of Chartered Investment Managed (CIM) and is in the process of pursuing the Certified Financial Planner (CFP) designation.
Alex draws on his expert knowledge and years of experience, including previous positions in banking and asset management, to develop comprehensive wealth management solutions for his clients. Alex’s breadth of experience, expertise and credentials help ensure sound advice, expert execution and peace of mind for clients who need solutions for broad and complex wealth management needs.
Services Offered in RI
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
- Small business planning
Minimum Account Size
$100,000+
Investor Type Dealt With
Individual
Type of License
IIROC
Provinces Licensed In
- British Columbia