Step 1 / Income protection
Protect your income.
Keep your family's financial goals on track when life takes an unexpected turn.
Making every dollar count.
Make your money work for your goals.
Get a clear picture of your finances. Receive a free personalized financial review.
Alex Cortes
Licensed financial professional
4 Simple Steps
Build a solid financial foundation plan.
Step 2 / Debt management
Develop debt management strategies.
Maintaining financial health is vital for overall well-being. Reducing debt leads to greater financial freedom and peace of mind.
Step 3 / Short-term action for savings
Dedicated savings account.
Establish a dedicated savings account specifically for emergencies to help manage unexpected expenses.
Step 4 / Long-term action for investing
Importance of investing.
Investing is essential for growing wealth over time by leveraging the power of compound interest.
Without a plan, one setback can undo years of hard work.
48%
Of Canadians are within $200 of missing their monthly bills or debt payments.
20%
Of Canadians over 50 have saved nothing at all for retirement.
46%
Of Canadians have no financial plan to reach their goals.
★★★★★ Natasha Boriel“He gave me solid advice on investing and helped set up life insurance for me and my daughter, which gave me real peace of mind.”
“Alex was instrumental through my financial literacy growth by providing appropriate guidance and effective data driven scenarios to help me make educated decisions. In addition, his customer centric approach made me feel appreciated, understood and more importantly, excited about my financial planning journey.”
“As an independent contractor and father of two teenagers, I never looked at my family finances!! I thought I had my finances under control. Alex prompt and flexible availability, and patient guidance helped me realize the importance of proper financial counselling. Today, my wife and my family has greater clarity, confidence, and a clearer plan toward our family’s financial goals.”
“I know Alex — not only as a person and a friend, but also as a financial advisor. He educated me about my family’s finances. His approach provided clear, thorough, and insightful advice. He helped us understand our financial situation and the different options available to us so we could make better and more informed decisions. I am extremely satisfied with his work, professionalism, and, above all, the peace of mind that comes from having someone I truly trust guiding us financially.”
“Working with Alex has been a great experience. He provided clear, thoughtful guidance that helped me better understand my finances, investing and how my money can grow over time.”
Client experiences vary. Testimonials describe individual situations and are not a promise of results.
Free consultation
Start building a plan for what matters most to you.
Book a complimentary consultation with Alex to review your current finances, clarify your goals and determine your next steps.
- No cost
- No paperwork required
- No obligation
You'll meet with Alex Cortes
Financial professional licensed under FSRA in Ontario
What's the catch?
What does the consultation cost?
Nothing. The consultation is complimentary, and there is no upfront fee so you are never billed directly for any of Alex's advisory.
Do I need money to get started?
No. There's no minimum amount required and nothing to pay upfront. If money is tight right now, that's okay. The review is designed to start with your cash flow and current situation.
What if my finances are not in good shape?
That's okay. Many people start from the same place. We'll look at where your money is going and what your debt is costing you. There's no judgment, and you don't need to fix anything before we talk.