https://outlook.office365.com/owa/calendar/AlexGrimmQAFP@bmo.com/bookings/

Alex Grimm QAFP Investment Advisor and Financial Planner

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Canada
Vernon, BC
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.

06/02/2026

Deal or no deal? While we await the answer, markets have largely decided to move on from the conflict with Iran.

Douglas Porter, BMO’s Chief Economist, discusses this and more in his weekly Talking Points commentary, "Schrödinger’s Deal". http://spr.ly/6009B8bvHl

06/01/2026

Inflation remains a key focus, but the story is more nuanced than it may appear.

In this edition of Weekly Strategy Perspectives, Carol Schleif and Richard Belley explore why rising yields and resilient equity markets are sending mixed signals, and what may be driving the disconnect.

Learn more: http://spr.ly/6002B8b3T0

05/29/2026

When timing and momentum line up, it just works.

05/28/2026

You should know that fraudsters are posing as police officers to trick people into urgently handing over money and personal information. Learn how these scams work and how to help protect yourself: spr.ly/61102BBPGJg

05/27/2026

A relentless rally in equities, signs of firming job growth, and surprisingly hawkish FOMC Minutes all added to the view that the Fed's next move will be a hike, not a cut.

Douglas Porter, BMO’s Chief Economist, discusses this and more in his weekly Talking Points commentary, “All’s Well that Ends Well?” http://spr.ly/6000B8HTJ4

05/26/2026

Inflation is back in focus, and markets are paying close attention.

In this edition of Weekly Strategy Perspectives, Carol Schleif explores what is driving the latest uptick in inflation, how it is influencing interest rates and investor sentiment, and why the path forward may not be as straightforward as headlines suggest.

The bottom line: Not all inflation is created equal, and understanding its drivers can help bring clarity during periods of uncertainty. Learn more: http://spr.ly/6005B8GVAS

05/22/2026

Being named an executor is often seen as an honour, but many people underestimate how complex, time consuming, and personally risky the role has become.

Kirk O’Brien, Director, Wealth & Tax Planning with BMO Wealth Planning and Tony Yu, Vice-President & Regional Director, Trust, Western Canada at BMO Private Wealth take a closer look at what executors are really signing up for — and the personal liability they may face if something goes wrong.

Learn more: http://spr.ly/6000BBA3Q2

05/21/2026

Results from the latest BMO Climate Institute Business Leaders Survey are here!

It’s exciting to see the dedication of the Climate Institute team in supporting BMO’s purpose to Boldy Grow the Good and advance its Climate Ambition to help clients thrive in a changing world.

Learn from Melissa Fifield where companies are increasingly taking climate action: spr.ly/61109BBA3VD

05/20/2026

Markets are ushering in the Warsh Era, and there is speculation about how his first meeting will go.

Michael Gregory, BMO’s Deputy Chief Economist and Managing Director, and Jennifer Lee, BMO’s Senior Economist and Managing Director, discuss this and more in their latest Rates Scenario publication. http://spr.ly/6008BBAPN4

05/15/2026

Last week, BMO’s commitment to employee health and well-being was on full display at BMO’s second annual wellness conference — Foundations of Wellness: THRIVE, in support of Mental Health Awareness Month.

This year marked a bold shift, moving the conversation from resilience to thriving at work and in life. A big thank-you to the inspiring guest speakers: Paula Allen (TELUS Health), who shared insights on balancing Work, Play and Love; George Della Rocca (BMO), who spoke candidly about turning ADHD into a superpower; and Jenna Glover (Headspace), who explored how that small shifts can make a big difference.

I was thrilled to participate in this inspiring day of learning, connection and growth alongside more than 300 thought leaders and Team BMO colleagues, and I’m already looking forward to next year.

Address

2806 32nd Street
Vernon, BC
V1T5L7

Website

https://outlook.office365.com/owa/calendar/[email protected]/bookings/

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