Alexander SoutsosMBA

Investment Advisor

Alexander joined the Med-Wealth Financial Services team in the summer of 2022. Prior to joining Med-Wealth, he worked as a Senior Management Consultant at KPMG, servicing clients across a variety of industries, including environmental services, retail and healthcare. Alexander’s past experience also includes time at CI Financial as well as boutique investment bank, Oak Hill Financial. Alexander’s keen analytical skills are being used to assist John Soutsos, Portfolio Manager of Med-Wealth Financial Services, in both analyzing prospective client portfolios and in expanding the business. He also provides John Soutsos with a succession plan for the future.

Aside from attaining all the securities industry academic credentials, he has completed Level 1 of the CFA program. Alexander’s academic credentials include receiving his Master of Business Administration from the Rotman School of Management (graduated in 2020 as a member of the Dean’s List, Bregman Scholar) and Bachelor of Commerce from the University of Toronto (graduated in 2014 with distinction). Alexander is a St. Michael’s College School alumnus and a former Provincial Junior A hockey player.