Alexandra Valdal B.A, CHS, CFP, CLU

Alexandra (Alyx) Valdal B.A, CHS, CFP, CLU

Many of us read about how to save money, pay off debt and get ahead in life, but few people take action without guidance and support. Alyx saw a need for financial education in Victoria and launched Apple a Day Financial to teach workshops and seminars and work with clients one-on-one.

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. Alyx also holds a CLU (Chartered Life Underwriter) designation, to help clients dialogue with their other professionals regarding Estate planning.

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 and volunteers with BC’s Junior Achievement and is an instructor at Camosun College.

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.