Alex D’Amario has more than 10 years of experience in the financial services industry and is a Senior Financial Planner with Turner Investments. He works with clients to identify their goals and develop comprehensive, personalized financial plans focused on long-term success. His areas of focus include cash flow and retirement planning, tax and estate planning, and insurance and risk management.
Prior to joining Turner Investments, Alex was a Manager on the Financial Planning team at an independent wealth management firm serving high-net-worth clients. Earlier in his career, he served as a Senior Financial Advisor at one of Canada’s leading banks, where he managed clients’ banking, investment, and lending needs.
Alex holds a Bachelor’s degree in Financial and Business Economics from York University, is a Certified Financial Planner (CFP®) professional, and continues to pursue additional industry designations.
Alex resides in the GTA with his wife and their daughter. Outside of the office, he enjoys playing and watching soccer and hockey, is an avid sports card collector—a hobby he is particularly passionate about—and values spending quality time with his family.