“People Do Business With People They Know, Like and Trust”
Alex was born in Hong Kong and moved to Vancouver, BC at the age of two. Soon after attending Simon Fraser University, he entered into the Life Insurance Business as a career agent with Manulife Financial. Having had a successful start with many Million Dollar Round Table level production years in the agency system, Alex joined an independent Managing General Agency (MGA) as an advisor, manager and later as a partner.
Alex was the Managing Partner for Strategic Brokerage Services West LP, which was acquired by IDC Worldsource Insurance Network (IDC WIN) in December of 2012. IDC WIN is one of Canada’s largest and fastest growing MGA’s. Currently, he is the Regional wealth Leader Western Canada and manages over 350 independent financial advisors. Amongst his many duties, Alex is still able to maintain his own personal book of business consisting of professionals and small business owners which allows him to be hands on and to provide the most current financial planning strategies for our advisors and their clients.
Alex is an asset to our company and has consistently grown our MGA business over the past 7 years while at the same time, ranks among the top 10% of our advisors for production. He is licensed with the Insurance Councils of BC and Alberta and IDC WIN is a member of The Financial Advisors Association of Canada (ADVOCIS), as well as the Canadian Association of Independent Life Brokerage Agencies (CAILBA), Conference of Advanced Life Underwriters (CALU), Independent Financial Brokers of Canada (IFBC), and the Registered Deposit Brokers Association (RDBA).
“I am often described by my colleagues and friends as determined, focused and very reliable. My clients consider me trustworthy, caring and one who conducts business with the utmost integrity and with their best interests at the forefront. My family, for the most part, would say that I am a great dad, fabulous husband and best friend.
I currently reside in Vancouver, BC with my beautiful wife, our two boys and our four pound watchdog. When I am not working on the business, I love to spend time with my family, friends, travel, and BBQ year round. I enjoy golf but am terrible at it so I stick to cycling, fishing, skiing and being a spectator of ice hockey and other sports including professional golf so that I may pick up some tips.”