Alexander Spark, CFA

Examiner
DISC Type : cs

Investment Counsellor & Portfolio Manager at BMO Private Wealth

Canada

Overview

Alexander Spark is an Investment Counsellor and Portfolio Manager at BMO Private Wealth in Toronto, with over a decade of experience. He specializes in managing the complex investment needs of ultra-high-net-worth families, corporations, and foundations, and holds a Bachelor of Commerce from the University of Ottawa.

Outside of work, Alexander is an avid golfer and enjoys spending time with his family. He also has a keen interest in youth hockey, having attended the Memorial Cup and expressed admiration for the young athletes of the Canadian Hockey League.

His investment philosophy is clear: "Data driven risk management > Emotional decision making. "

Personality Overview

Overcautious

Status Quo Seeker

Process Oriented

The only way to convince them is by showing them examples and ample proof.  They are always well-planned and adopt a systematic approach. Being observant comes to them naturally.

Topics They Care About

High-Net-Worth Investing
Manages portfolios for ultra-high-net-worth families, foundations, and corporations across the Greater Toronto Area, focusing on their complex needs.
Business Succession
Has posted about the importance of wealth planning for entrepreneurs considering a business sale or succession, indicating a focus on this area.
Investment Philosophy
He has a stated belief in prioritizing data-driven risk management over making emotional decisions in financial markets.

Media Appearances

Alexander has no verified media appearances

Work History

10-2022
Investment Counsellor & Portfolio Manager at BMO Private Wealth
1-2017 - 10-2022
Associate Investment Counsellor at BMO Private Wealth
10-2014 - 12-2016
Associate - Portfolio Management Group at BMO Private Wealth

Education

2010 - 2014
Bachelor of Commerce (B.Com.) from University of Ottawa

More Information

Social Presence :

Prographics :

Exp : 11 Location : Canada Job Level : Middle Designation : Investment Counsellor & Portfolio Manager at BMO Private Wealth
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Insights For Selling To Alexander

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alexander is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Alexander

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Alexander move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Alexander take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Alexander

Personality Compatibility


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