Alex Wellman

As a Financial Planner, it is my objective to protect and grow your wealth and assist you in reaching your personal financial goals in the most tax and cost-efficient way possible. Having recently established my career, I can sympathize with how difficult it can feel to get started financially. I am passionate about providing quality advice, at whatever phase of life you may be in. Whether you’re just getting started, or are currently planning towards specific goals, my goal is to help you meet your goals while feeling comfortable and confident. Whether it is buying your first home, planning for a major event or expense, or saving towards retirement, I will be there to support you every step of the way.

I joined Perler Financial Group in the summer of 2023 after graduating from Simon Fraser University with a Bachelor of Business Administration (BBA), specializing in Finance. My education provided a rigorous foundation in financial markets and investments. Born and raised in Port Moody, I value building strong, long-term relationships within my community and am enthusiastic about using my skillset to provide the right advice to my clients and help them build a plan to achieve their goals.

Outside of the office, I am a football fanatic and love every chance to get outdoors and stay active. I enjoy spending quality time with my girlfriend and family, as well as playing with my dog, Levi, and my cats, Neptune and Ziggy.