Lex Roberts
Vancouver
Private Client Associate
Lex is responsible for the administration of portfolios for private clients in our Vancouver office. Lex also provides investment research support for our portfolio management team on the West coast.
Prior to joining Guardian Capital Advisors LP, Lex was with TD Canada Trust for almost 20 years, the last 6 years of which he was a team member of the Private Investment Counsel department.
Lex has completed Level 1 of the CFA Program and holds the Financial Management Advisor (FMA), Canadian Investment Manager (CIM) and the Certified Financial Planner (CFP) designations. Lex also obtained his Bachelor of Arts degree from Simon Fraser University and is working on completing his final two levels of the CFA program.