Alex Robinson

IG Wealth Management Inc. We work with corporate executives, incorporated professionals, and business owners to improve planning efficiency, reduce unnecessary tax exposure, and strengthen long-term wealth outcomes through coordinated financial planning. ➤ WHAT WE DO: We help high-income professionals and business owners optimize wealth accumulation, retirement planning, tax efficiency, estate planning, and risk management through comprehensive financial planning strategies. ➤ HOW WE DO IT: Our process focuses on: • Coordinating investment, tax, insurance, and estate planning into one integrated strategy • Identifying corporate and personal tax inefficiencies that may impact long-term wealth • Structuring retirement and succession plans for greater long-term efficiency • Reviewing insurance and liquidity strategies to strengthen overall financial stability • Supporting incorporated professionals with advanced planning strategies including IPPs, RCAs, and corporate wealth optimization ➤ WHAT MAKES US DIFFERENT: Most advisors focus primarily on investments. We focus on the full financial structure — coordinating taxes, investments, insurance, estate planning, and corporate strategy together so clients can keep more of what they earn and build wealth more efficiently over time. ✔ Want To Learn More?: Open to a brief second-opinion discussion to review whether your current wealth strategy could be improved. 📧 alexander.robinson@ig.ca 🌐 https://www.ig.ca/en/advisor/alexander_robinson

➤ WHAT WE DO: Helping agricultural company owners and executives avoid leaving money on the table while attracting and retaining talent through flex plans and hassle-free group benefits. ➤ HOW WE DO IT: As an independent broker, we have access most financial services providers across Canada so whether it's finding you an insurance solution that fits your needs, implementing an investment strategy tailor made for you with individual stocks or a layering of strategies, we can help.

By using my unique asset mapping strategy, I help Executives and Businesses Owners transform their financial future by helping them retire faster with tax efficient strategies. Areas of assistance provided: ► Goal documentation, tracking and evaluation ►Portfolio construction and management, as well as stock/securities selection recommendations backed by analyst research ►Estate planning, protection and preparing for the unexpected. ►Drafting Wills, setting up accounts and assets in a way that helps to streamline the probate process and settling estates. ►Use of Insurance to address protection needs and financial vulnerabilities ►Regular contact with clients and scheduled reviews to ensure that over your life as your goals change, we can make adjustments as needed as seamlessly as possible.

First and primary contact for large high-profile Introducing broker clients, often dealing with mid and high-level tasks and projects often dealing with operations management, and other high-level forms of compliance and management like presidents. • Regular responsibilities include but are not limited to; Producing reports, account maintenance, fund transfers and payments, legal inquiries, Providing industry advice and oversight, overseeing and organizing company projects actively identify issues and suggestions and work on implanting continuous improvements. • Demonstrate exemplary leadership and initiative by providing training and coaching to both colleagues and staff of clients and spear heading initiatives. 2/3 • Vast and broad knowlege base combined with a firm understanding of other specialist departments within NBIN organization allows for efficient and seamless allocation of work items to specialized groups such as processing, legal and transfers etc. • Seamless and reliable completion for assignments as per service level agreements while providing transparency for the clients. • Strong organization and interpersonal skills and well versed in the art of follow through, setting alarms, scheduling events and meetings while ensuring that projects are being completed. • Intuitive and charismatic traits allow for cultivating strong trust with clients as well as being able to provide excellent advice and suggestions to save valuable time and resources. • Reliable and consistent source of information and advice to clients with regards to industry information and insights, often praised for simple and effective explanations.

 Successfully perform all aspects of risk management including calculating complex investment portfolios to determine level of profit/risk and allowable leverage.  Regularly sought for extensive working knowledge of all North American markets (TSX/Nasdaq/Venture etc.)  Responsible for handling complex trade instructions and strategies across volatile markets and ensure the best possible results.  Proactively expand professional expertise, constantly adapting to and staying up to date with markets and business activities  Recognized for thorough knowledge of trading platforms, and ability to execute numerous order types.  Provide excellent coaching and advice giving skills, allowing problem solving for clients while educating them.  Selected to service high net worth clients and their portfolio due to strong performance and outstanding communication ability.  Achieve superior sales performance consistently, bringing in several million dollars’ worth of record-breaking business a quarter while building productive, long-term client relationships.  Led a team of 5 banking and investment personal to increase share of assets held by firm  Prospected, networked and acquired clients through various methods and strategies, including outside sells and networking strategies.  Provided a high level of individualized, comprehensive brokerage financial services and investment strategies to

 Oversee dealers services needs for more than 26 domestic financial clients including RBC, BMO, TD  Continually stay abreast of the needs of the client by attending and hosting presentations and meetings for the domestic clients of IFDS, on behalf of the VP of Operations  Streamline efficiency and effectiveness of organizational procedures, by providing clear, detailed communication to internal personnel, while providing stellar customer service to high-profile clients  Coordinate and investigate on transactions and Dealer to Dealer level inquiries to ensure all transactions were processes appropriately  Spearhead and facilitate dealer to dealer Fund company conversions, ensuring all assets are moved and accounted for  Accurately manage and assess dealer agreement documents, which were used to establish dealer profiles with Fund companies, allowing purchases and redemptions for all their advisers  Developed procedures to improve the efficiency of day to day administrative tasks such as maintaining information files, preparing customs documents, and providing reception relief and resourcing  Conserve workflow by studying methods, executing cost reductions and evolving reporting procedures  Regular interface and coordination with the executive team

 Successfully Completed Immersion into both inbound and out bound customer service roles  Exemplary demonstration of advisory ability and financial planning skills, often accredited for going “beyond the balance sheet”  Strong knowledge of credit and credit services available to financial institutions and how they relate to financial planning  Highly knowledgeable with the operations of RBC and its products and services  Strong analytical aptitudes for business, allowing for top quality and client specific tailored solutions for a wide variety of situations Highly knowledgeable with the operations of RBC and its products and services  Responsible for mentoring by means of peer to peer coaching on many occasions, ranging from but not limited to, enhancing specific analytical skill sets and cultivating strong and efficient systems knowledge

 Provided administrative support to various departments and continuously increased the overall efficiency of the office while developing a friendly, warm and inviting atmosphere  Spearheaded efforts to improve productivity by organizing client records and files  Provided important legal information specifically about taxes, investments and insurance  Excellent use of oral communication skills to schedule and confirm appointments to increase customer service