Alex McEachern, B.Comm. (Hons), PFP, CIM
Portfolio Manager & Senior Wealth Advisor
You have goals, and we can help you reach them.
We specialize in guiding high-net-worth individuals, families, and business owners through the complexities of wealth management with a clear, disciplined approach. Our long-term methodology is tailored to your unique goals, ensuring that every financial decision aligns with your objectives.
Our clients consistently praise our ability to deliver tailored, comprehensive wealth strategies, our seamless, professional service, and the outstanding commitment of our team. We pride ourselves on going the extra mile to meet your needs, always with an objective, understanding approach.
We’re here to put you at ease and help you achieve your financial aspirations with confidence.
Preparing for life after work: Retirement planning beyond numbers
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals
What we do
Striving to help you achieve greater peace of mind and financial confidence, we deliver comprehensive wealth management services that address every aspect of your financial life, from tax planning to investment management. We begin by understanding your unique needs and goals – acknowledging the hard work that has brought you to where you are today.
How we do it
Together, we’ll chart a roadmap for your financial journey, identifying tailored solutions and executing them with ongoing monitoring to ensure you stay on course. Our consistent, personalized investment process is grounded in a strong, well-defined philosophy that aims to manage and protect your wealth for generations to come.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Our clients
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
Business owners
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
Business families
With a family-first approach and a savvy understanding of the impacts of business ownership, we focus on intergenerational wealth strategies that reflect your values, history, and unique needs.
Working professionals
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
Highly affluent individuals
A high net worth requires a best-in-class approach to help manage it. That’s why we rely on our own expertise – and that of our world-class RBC partners – to help you achieve your goals for the future.
Retirees and pensioners
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.