Investment Services

Alexander Soutsos recently joined the branch as an investment advisor after working as a senior management consultant with KPMG. During his time at KPMG, Alex worked across a variety of different industries, including environmental services and healthcare, providing commercial due diligence on behalf of financial and strategic investors. Prior to joining KPMG, Alex completed his MBA at the University of Toronto’s Rotman School of Management, where he specialized in both investment banking and financial reporting & analysis. Alex graduated as a member of the Dean’s List and a Bregman Scholar, which is awarded each year to the top 10% of the graduating class.

Alex’s financial experience includes providing capital markets services for small and micro-cap companies at Oak Hill Financial, as well as spending several years working at one of Canada’s leading mutual fund retailers, CI Investments. As a former competitive athlete, Alex brings the same dedication and intense focus to servicing clients and helping them achieve their financial goals.