Financial advice firm Alexander Peter Wealth Management has expanded its global footprint to Canada after receiving approval from the insurance councils of Alberta, British Colombia, and Ontario, International Adviser can exclusively reveal.
This allows the global advice firm to expand its cross-border services to reach more internationally mobile clients.
Alex Stojkovic, global director at Alexander Peter Wealth Management, said: “We are thrilled to have received authorisation to provide the full spectrum of financial advice to international clients in Canada.
“Our Canadian licence enables us to serve the British expat community by providing fully regulated and locally compliant solutions such as Qrops for UK pension transfers as well as local retirement, investment, and insurance solutions.”
Lisa Ramsay, head of Canada at Alexander Peter Wealth Management, added: “Comprehensive financial advice is crucial for British expats, who often have a range of complex financial and tax planning needs. I’m excited to grow a high calibre team in Canada to deliver the quality service that our clients need and expect.”
Global reach
Established in 2010, Alexander Peter Wealth Management provides financial advice to British expats and international employees around the world. It has a team of advisers based in the UK, the US, Canada, EU, Switzerland, Australia and now Canada.
As one of the very few international firms with a local licence in Canada, Alexander Peter Wealth Management said it is wants to go “from strength to strength in 2023, and beyond”.
Stojkovic added: “Now operating in a total of six jurisdictions, adding Canada to our geographical reach is great news. We are working to become a global force in the advisory market and focus on delivering a better future – not only for our clients but for our global team, too.
“We are in a period of expansion and are actively looking to expand the team to fill a wealth of roles from advice to administration. This direct authorisation means we can offer industry beating packages to attract quality individuals to join our global team.”
