Alex M. Skoke, CFP, FMA
Senior Financial Planning Advisor
Since 1997, Alex has been dedicated to helping families achieve financial independence through a more personalized, informed approach to financial planning. His goal is to earn the confidence and trust of his clients by offering the highest degree of integrity and professionalism, while committing himself to the best interests of his clients.
He has specialized in retirement, investment, and tax planning for Sobeys employees since 2000 when he began offering retirement information sessions at Sobeys National & Regional offices in Stellarton. As a result of the Sobeys employees’ high level of interest in retirement planning, Alex has developed a customized program to retire Sobeys employees as they transition from pay cheque to pension cheque.
Alex has earned the Certified Financial Planner designation, recognized internationally as one of the top professional accreditations. He is also among the advisors in Canada who have attained a mastery level knowledge of wealth management strategies and has been certified as a Financial Management Advisor.
Short-Term Pain, Long-Term Gain
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Recent Consumer Price Index data suggests a more optimistic 2023, but only after weathering a tough winter....Read more
Fighting Inflation with Crucial Rate Conditions
Nov 01, 2022
Curious to know why aggressive rate hikes haven’t lowered inflation? Discover the impact of marginal cooling and how three crucial rate conditions will help to fight inflation in the upcoming months....Read more
Mark-to-Market Isn’t Giving You the Complete Picture
Sep 30, 2022
What does “mark-to-market” really measure? Discover how stocks, bonds, and residential real estate values are skewed through the lens of a flawed valuation method....Read more
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