Begin Every Journey with a Clear Destination. It's not as daunting with supportive advice.
Contact Information
- Office
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+17784029630
- Mobile
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+16046073585
- Send a Message
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+17784029630
- Work Email
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alexander@saasinsurance.ca
- Book a Time to Talk
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api.leadconnectorhq.com/.../exitplanexpert
- Stop Overpaying Taxes Now
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www.alexanderpotter.ca/
- SaaS Insurance
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saasinsurance.ca/
- For Great Financial Info, Check out Out Blog
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alexanderpotter.ca/blogtitle1-3315
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www.instagram.com/exitplanexpert/
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www.linkedin.com/in/alexanderpotter/
- Travel Insurance (Get a Quote and buy here)
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shop.tugo.com/store/FHVA083
- The Lions Den Networking Group
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thelionsden.tel
Social & Messaging
- Address
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Sword and a Shield Wealth Insurance
201 - 837 West Hastings Street
Vancouver
Canada
V6C 3N6
Canada
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Products and Services
Alexander “Lexx” Potter, CFP® is a strategic financial planner and insurance advisor who specializes in helping business owners, professionals, and high-achieving families build tax-smart, future-ready financial plans. Known as the 4man of Finance, Lexx brings clarity to complexity—using plain language, strategic insight, and deep experience to help clients protect income and reduce taxes.
Areas of Service
British Columbia and Ontario
Associations
Certified Financial Planner - FP Canada
Advocis
Mensa
