Alex Grimm QAFP Investment Advisor and Financial Planner

Alex Grimm QAFP Investment Advisor and Financial Planner Investment Advice and Financial Planning I take a holistic approach to partnering with clients as their Investment Advisor and Financial Planner.

Through a disciplined approach we will build strategies together to meet your goals. Whether your focus is Investment and Retirement Planning, protecting your lifestyle and legacy, Succession planning or looking for an Advisor to journey through life with, I will be there to help. I bring 10+ years in the Financial industry, currently hold the QAFP. My clients have access to a full service brokera

ge and my wealth management team providing expert advice (Accountants, lawyers, insurance, etc). When I am not working with my clients I am spending time with my wife Danie, daughter Addie and son Liam. We love being in the community and enjoying everything the Okanagan has to offer.

07/17/2026

Being financially prepared for retirement is one thing, being emotionally ready for that change in your life is another. Sandrine Nono-Kamga, Wealth Planning Advisor at BMO Private Wealth discusses some of the questions you may want to consider before you retire. http://spr.ly/6001BEDe6L

Many Canadians plan for a wedding, but fewer prepare for the financial realities that can come later. The latest BMO Rea...
07/16/2026

Many Canadians plan for a wedding, but fewer prepare for the financial realities that can come later. The latest BMO Real Financial Progress Index finds that 63% of Canadians say being married involved more financial planning than anticipated, and 60% of divorced or separated Canadians say the financial impact of ending a marriage was greater than expected.

Explore the findings: spr.ly/61104BEHYZy

In recent years, the global order has rearranged itself on a number of fronts. In coming weeks, we will delve into core ...
07/15/2026

In recent years, the global order has rearranged itself on a number of fronts. In coming weeks, we will delve into core aspects of the transformations, sketching potential outcomes and implications for investors. We begin the adventure this week by looking at inflation, interest rates and the retooling of the global economy.

Carol Schleif, BMO Private Wealth’s Chief Market Strategist, discusses this and more in this week's edition of Weekly Strategy Perspectives, "Economic Regime Change Part I: What’s Old is New Again" http://spr.ly/6009BEMieU

The S&P 500 is back within 1% of its June 1st record high, rebounding from some mid-week wobbles on higher oil prices. T...
07/14/2026

The S&P 500 is back within 1% of its June 1st record high, rebounding from some mid-week wobbles on higher oil prices. The prospect of robust Q2 earnings results loom large.

Douglas Porter, BMO’s Chief Economist, discusses this and more in his weekly Talking Points commentary, “The Bad News Bulls.” http://spr.ly/6009BE3Mlb

07/14/2026

Long after the final whistle, the energy remains. Proud of Canada Soccer Men’s National Team’s historic performance.

The key market and economic theme so far this year has been battling through and ultimately overcoming plenty of adversi...
07/10/2026

The key market and economic theme so far this year has been battling through and ultimately overcoming plenty of adversity.

Douglas Porter, BMO’s Chief Economist, discusses this and more in his weekly Talking Points commentary, “Hydration Break Recap: Win Some, Lose Some.” http://spr.ly/6006BDfkCi

Equity and fixed income markets navigated a minefield of potentially damaging disruptions during the second quarter befo...
07/09/2026

Equity and fixed income markets navigated a minefield of potentially damaging disruptions during the second quarter before ending on solid footing. This week’s piece revisits key Q2 themes, hunting for clues they might offer for the months ahead.

Carol Schleif, BMO Private Wealth’s Chief Market Strategist, discusses this and more in this week's edition of Weekly Strategy Perspectives, "One for the Record Books: Q2 Review and Q3 Preview" http://spr.ly/6003BDfOAZ

Amid stable home prices and limited interest rate relief, income growth is what should improve housing affordability ove...
07/08/2026

Amid stable home prices and limited interest rate relief, income growth is what should improve housing affordability over time.

Michael Gregory, Deputy Chief Economist and Managing Director Economics, BMO Capital Markets, provides his observations and more in this week’s edition of BMO Capital Markets' Feature Focus report, "U.S. Housing: In Search of Affordability." http://spr.ly/6000BDfbyK

All love for the team! What a run for Canada Men's National Team.
07/07/2026

All love for the team! What a run for Canada Men's National Team.

07/06/2026

The first half of 2026 has been a tug-of-war between disruptive shocks and durable underlying trends. Through it, the global economy proved to be resilient, and equity markets continued to move higher.

Brent Joyce, BMO Private Wealth’s Chief Investment Strategist, discusses this and more in the latest BMO Nesbitt Burns Global Markets Commentary, “2026 at the Half: Resilience Under Pressure.”

Click here to check out the full report and video: http://spr.ly/6009BE6hKd

Address

2806 32nd Street
Vernon, BC
V1T5L7

Website

Alerts

Be the first to know and let us send you an email when Alex Grimm QAFP Investment Advisor and Financial Planner posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category