Our Team

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.

Denise Skoke has worked in financial services since 2004, joining Assante Capital Management Ltd. in 2014.

 She has always loved working with people, building solid relationships with busy clients and helping them understand the importance of saving, financial planning, budgeting and, eventually, planning for retirement.

Continued education is a passion for Denise. She loves learning new things and the satisfaction that comes with that.

She also loves adventure. Whether she’s in her truck or on her motorbike, she’s probably heading to a beach, zip-lining, camping or staying balanced by practicing yoga and gratitude with her face turned toward the sun or moon.

Her mantra is that sometimes you don’t get a second chance, so try the new thing, take the chance, be positive and happy every day — scare yourself a little or you will never know how brave you are!

Denise supports the Canadian Red Cross and is very proud to be approaching her 50th blood donation, but her proudest accomplishment? Her beautiful daughter, Jillian.