Alex Wellman

Position::
Investment Advisor Assistant

Alex Wellman

Investment Advisor Assistant

Wellman-1

Alex Wellman

Position: Investment Advisor Assistant

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About

Alex joined Perler Financial Group in the summer of 2023 after graduating from Simon Fraser University with a Bachelor of Business Administration (BBA), specialized in Finance. Educated in Canadian financial markets, statistics, communications, and more, Alex is enthusiastic about using his skillset to support our clients.

As an Investment Advisor Assistant, Alex is responsible for providing administrative support to the Advisors at Perler Financial Group. Alex is passionate about providing a high level of service and appreciates every opportunity to assist our clients in reaching their financial goals. Outside of work, Alex is a sports fanatic, and loves the chance to get outside and get active.

Alex also enjoys spending quality time with his girlfriend and family, and playing with his dog Levi, and his cats Neptune, and Ziggy.

Helping you get to where you want to go

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