Our Team
Every Alpharstone client works with a dedicated advisor, not a queue.
Alpharstone keeps its advisory team deliberately small — never more clients than our advisors can genuinely know. Each member of the team carries a certified financial planning designation and holds at least eight years of experience working specifically in retirement income planning for Canadian households. We don't expand by adding volume; we expand by developing deeper expertise. That choice costs us growth opportunities in the short term and earns client relationships that last a decade.
Each profile includes the advisor's area of specialisation and the typical client they serve best.
David has guided Edmonton-area clients through retirement transitions since 2013, specialising in CPP optimisation strategies and RRIF drawdown sequencing for couples with blended pension sources. He joined Alpharstone in its second year of operation and has since led over 200 retirement income reviews. Clients with defined-benefit pension entitlements alongside RRSP savings particularly benefit from his approach.
Priya focuses on the intersection of retirement income and estate transfer, helping clients whose plans need to account for significant non-registered assets, rental properties, or family trusts. With a background in tax law before transitioning to financial planning, she brings a level of structural precision to estate coordination that most planning firms outsource entirely.
Marcus works primarily with clients aged 48 to 58 who are still in the accumulation phase but want to know whether they're on track. He runs stress-tested savings projections and helps clients make concrete decisions about contribution room, debt paydown timing, and when to start winding down workplace pension contributions in favour of personal savings.
“Priya walked us through the tax implications of our rental income on our OAS clawback threshold in a way that no one had bothered to explain in fifteen years of dealing with other advisors. We restructured our withdrawal plan and saved materially in the first year alone.”
Joan & Frank D., Sherwood Park
Tell us a little about your situation and we'll match you with the advisor whose specialisation aligns with your goals.