Complete wealth management for successful
mining executives, business owners, and wealthy families. 

Exceptional service. Proven results.

At Alexandra Horwood & Partners, our commitment to our clients is demonstrated by our white-glove service. We are passionate about our business and treat our clients like family, dedicated to their long-term success.

Our full-service wealth management approach has been extremely successful at supporting executives and their families to lower tax bills and boost investment returns. Our core focus is on successful business owners, inheritors, mining executives and wealthy families.  


“I was impressed with her approach to overall financial planning, which is comprehensive and includes a focus on tax saving strategies. This approach, combined with her knowledge and understanding of the obstacles faced by her clients makes her a great investment advisor and estate planner.” 

— Chris Ferguson, Corporate Director, Internal Audit at Agnico Eagle


For all our valued clients, our holistic approach fully integrates all aspects of your financial well-being with an emphasis on tax savings. Starting with a discussion of your investment needs and goals, and ending with the specialized strategies and unique advantages we provide to our clients. Then we implement this personalized investment strategy to maximize your gains while protecting your portfolio from market risk. We are your partners for the long-term, executing an investment and financial plan that will keep you on track to achieving your goals.

We rely heavily on our in-house team of estate lawyers, accountants and insurance professionals – and your own trusted team of advisors. Most important, we listen to you and together define your financial goals to ensure a successful outcome.
 

"At our first meeting, it was clear that this time would be different. Here was a team of specialists, rather than a guy with a questionnaire and a line of products to sell. Today I feel secure knowing that we have an estate plan, appropriate insurance, tax-efficient investments, and a diverse, growing portfolio. Alexandra’s own money is invested alongside ours in most of her recommendations. Any time I’ve had a doubt or a query, Alexandra has thought of it already. I appreciate her prompt and effective follow-up after our meetings, without which many good ideas would have gone by without being acted on."

— Camille Spencer

“It has been two years since I first met Alexandra Horwood. I consider it one of the milestone events of my life. I decided to put my future in the hands of The Horwood Team, and their performance thus far has been stellar."

— Wes Hanson, COO of Unigold

"Her team won’t put their clients’ money into a product in which the team is not personally invested. Through Richardson GMP, I have exposure to products and market niches that I would not otherwise have through banks.”

— Richard Spencer, CEO of U308 Corp

 

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Five golden stars

Wealth Professional
Awards 

 

2019 Wealth Professional Awards Winner - The Mandeville Private Client Inc. Award for Canadian Advisor of the Year

 

Canadian Advisor of the Year, 2019

Top Female Investment Advisor in the Top 50 Advisors in Canada, 2017 and 2019

Featured in Leading Portfolio Managers, 2018

Young Guns (Top 40 under 40), 2016, 2017 and 2019

Outstanding Advisor Team, 2016

 

Wealth Professional Magazine

Learn more

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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


2019 year-end tax planning checklist
Maximize your 2019 tax-year planning with our helpful checklist – all the dates and strategies you need as we head into the final stretch of the 2019 tax year.

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Daily market commentary - The Launch Pad

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Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

18 November 2019
Enhancing the 60/40 with Alts
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11 November 2019
Back to fundamentals
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November 2019
Investor strategy: Upbeat tone
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