About us

 

Our Senior Advisor

As a CFP (Certified Financial Planner) Professional, Alyx accepts new clients looking for financial guidance and can also offer support with obtaining life and health (disability/critical illness/health and dental) insurance. In addition to the CFP designation, Alyx is a CLU (Chartered Life Underwriter -to help clients dialogue with their other professionals regarding Estate planning), and CHS (Certified Health Specialist - to ensure clients understand and choose the correct living benefits for their situation, such as disability and critical illness insurance).

After graduating from Ottawa’s Carleton University, Alyx lived in England and Japan before returning to beautiful Victoria where she studied at UVic, pursued her professional designations and started her career.

Alyx, her husband, and two young children enjoy exploring their neighbourhood water park and Willows beach. Alyx plays Ultimate Frisbee all year long and lawn bowls in the summer.

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Office - Oak Bay Avenue

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Alexandra (Alyx) Valdal

B.A, CHS, CFP, CLU

Alyx has been the secretary of the Vancouver Island chapter of Advocis – the financial Advisors Association of Canada – and holds her CFP via FP Canada. She has also served on the board of directors for Wear2Start, was nominated for a 2013 Victoria Leadership award, and is a member of the Oak Bay Rotary Club. Alyx is passionate about financial literacy; volunteering with BC’s Junior Achievement and instructing at Camosun College.