Overview
Alexa is an Insurance Planning Associate who supports advisors and clients throughout the insurance planning process, including underwriting coordination and policy implementation.
Since beginning her career in the insurance industry in 2022, Alexa has built strong experience in advisor support and client service, with a focus on helping create a smooth, well-coordinated experience for clients.
She works collaboratively with clients, advisors, and insurance carriers to help ensure each step of the process is managed with care, clarity, and professionalism. Alexa values strong relationships and takes pride in supporting thoughtful, client-focused insurance solutions.
Alexa holds a Bachelor of Arts in Kinesiology from Western University and is committed to continuing her education within the insurance and financial planning industry.
Professionals you can trust
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