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.

09/02/2026

Financial literacy has been part of BMO’s story for generations. From encouraging children to save their allowance to helping students understand the basics of banking, it's fascinating to see how these ideas were being brought to life decades ago.

While banking has evolved significantly, many of those lessons remain just as relevant today. Read the full article here: spr.ly/61108B1IlFM

Following the high-profile breakdown of Canada-U.S. negotiations late last Friday, U.S. tariffs of 50% went into effect ...
09/01/2026

Following the high-profile breakdown of Canada-U.S. negotiations late last Friday, U.S. tariffs of 50% went into effect on US$20 billion of Canadian goods.

Douglas Porter, BMO’s Chief Economist, discusses this and more in his weekly Talking Points commentary, “Making Smoot-Hawley Grate Again.” http://spr.ly/6006B1FEyr

Sometimes the biggest risks in markets are the stories investors tell themselves.In this edition of Weekly Strategy Pers...
08/31/2026

Sometimes the biggest risks in markets are the stories investors tell themselves.

In this edition of Weekly Strategy Perspectives, Carol Schleif separates market myths from reality, exploring several of the narratives gaining traction as summer comes to a close. While uncertainty remains, strong earnings, resilient consumers, and corporate adaptability continue to provide support for markets.

Learn more: http://spr.ly/6005B10mTR

As investors navigate inflation, rising Treasury yields and market volatility, Carol Schleif, Chief Market Strategist at...
08/28/2026

As investors navigate inflation, rising Treasury yields and market volatility, Carol Schleif, Chief Market Strategist at BMO Private Wealth, discusses the forces shaping today's market environment and opportunities across asset classes.

Watch the conversation: http://spr.ly/6047B1SYvS

AI is transforming financial services, creating new opportunities to innovate, improving experiences, and helping client...
08/27/2026

AI is transforming financial services, creating new opportunities to innovate, improving experiences, and helping clients with greater confidence.

BMO believes that responsible AI starts with trust, which is supported by governance, transparency, oversight and accountability.

In this article, Mathew Mehrotra shares why responsible AI is essential to the future of banking and how trust continues to be one of the industry’s most important advantages: http://spr.ly/6040BE0LOY

On Wednesday, August 26, the BMO digital event, Global Trade Outlook: The Canada-U.S. Tariffs Challenge will feature Ste...
08/26/2026

On Wednesday, August 26, the BMO digital event, Global Trade Outlook: The Canada-U.S. Tariffs Challenge will feature Steve Verheul, Former Chief Trade Negotiator for Canada and Principal with GT, and BMO's Michael Gregory and Francois Trahan to discuss the breakdown in Canada-U.S. trade discussions, the economic and investment implications of newly imposed tariffs, and how companies and investors can navigate uncertainty in the trade environment.

Register now for the event moderated by BMO's Nadim Hirji: http://spr.ly/6006B1sRhg

08/25/2026

The larger payment that shows up at the end of a loan term.

As interest rates push higher and market volatility returns, investors are being forced to pay attention to bonds again....
08/25/2026

As interest rates push higher and market volatility returns, investors are being forced to pay attention to bonds again.

In this edition of Weekly Strategy Perspectives, Carol Schleif and Richard Belley explore the forces driving bond yields higher and what rising rates could mean for investors. From inflation expectations and government deficits to AI infrastructure spending and shifting Federal Reserve policy, they examine why fixed income markets are seeing increased volatility and why bonds are once again becoming a meaningful consideration in portfolio construction.

Learn more: http://spr.ly/6003B1l1pc

Back-to-school season is here – but so are scams targeting students. For the students in your life, review BMO’s article...
08/14/2026

Back-to-school season is here – but so are scams targeting students. For the students in your life, review BMO’s article for tips to help spot five common scams targeting students: spr.ly/61103BEatKX

What if the biggest barrier to AI ROI isn't the technology itself, but how we measure success? From human-centered imple...
08/13/2026

What if the biggest barrier to AI ROI isn't the technology itself, but how we measure success?

From human-centered implementation to the growing importance of curiosity and adaptability, Kristin Milchanowski shares insights on measuring AI's impact beyond traditional metrics. spr.ly/61101BEhHmF

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