Born in Halifax, Alex was raised in Montreal and has called Ottawa home since 1992. He brings a great deal of expertise and diverse work experience to his various positions. With a wealth of knowledge in process development, tech stack planning, social media and financial technology platform development, Alex is responsible for developing the processes and implementing the technology utilized by Craig & Taylor Associates. This allows Alex and the Craig & Taylor Associates’ team of professionals to provide the most innovative solutions and superior service to their clients.
Before entering the financial industry in 2010 as a Wealth Advisor, Alex spent fifteen years heading up multiple game development and new media service companies. Alex has also taught game design and development as a Professor at the School of Media and Design at Algonquin College in Ottawa. Alex is also a co-trustee of the Jerry Taylor Foundation, which is dedicated to raising funds to benefit many non-profit and charitable causes.
Recently, Alex has partnered with Jason Pereira, an experienced Certified Financial Planner® and another speaker at this conference, to form Finally Technology Inc. Finally Technology is a FinTech consultation and product development firm focused on the development of next generation client, advisor and enterprise level dealer management tools/platforms. The founding members of Finally have extensive experience in both the financial services industry as well as technology development. Marrying these two disciplines, Finally delivers seamlessly integrated solutions that govern all aspects of practice management through to client management and communication. Finally provides an ultimate client first experience, as well as the tech stack required to arm traditional dealerships and advisory practices with the tools required to create true client value in the new disruptive world of financial technology.
Alex’s unique marketing techniques, positive approach, great appreciation and understanding of a clients’ needs, help guide the direction of all the companies he’s involved with.