Alec Crossgrove has worked in the financial services industry since 1985. He and his team are committed to providing their clients with the best financial advice. Alec also serves as Executive Director of Greenvale Group Advisors Inc., a large consultancy firm advising on Group Health and Retirement Benefits.
Alec is a member of the leading industry associations that set the standards within Canada for insurance and financial planning: the Canadian Institute of Chartered Life Underwriters; Chartered Financial Consultants; National Association of Health Underwriters; the Conference on Advanced Life Underwriting; Canadian Tax Foundation; Canadian Association of Management Consultants; and the Financial Planners Standards Council of Canada. In addition, he holds the designations that one would expect from a seasoned professional – Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Registered Health Underwriter (RHU), Certified Health Insurance Specialist (CHS) and Chartered Financial Consultant (CHFC).
In his spare time Alec is actively involved in several charities – most notably he is currently chairman of the capital campaign for Health Sciences North along with his ongoing involvement with the Crossgrove Chair for Surgery at the University Health Network. Alec also enjoys travelling and spending time on the water with family and friends.
- Certified Health Insurance Specialist (CHS) – 2011
- Registered Health Underwriter (RHU) – 1994
- Chartered Financial Consultant (CHFC) – 1991
- Chartered Life Underwriter (CLU) – 1990
- Certified Financial Planner (CFP) – 1986
- B.A., Carleton University – 1985
Individual Life and Living Benefits Specialist
Christy has been with Crossgrove and Company Wealth Management Inc since 2011 and has worked in the insurance industry since 2005. She is committed to and takes pride in providing our clients with exceptional and knowledgeable service. With her many years in an administrative and client service role she has gained a vast knowledge of life, disability and critical illness insurance products and is an integral part of our team. Christy is the mother to two boys. On her spare time, Christy enjoys spending time outdoors fishing, camping, and playing sports.
Christy is currently working on completing her LLQP.
Jules A. Lalonde
Director of Wealth Management
Jules was formerly a principal of the CISRO Institute of Management. He is recognized for his graduate level research in behavioral finance as well his undergraduate and graduate research of biochemical systems using nonlinear dynamical systems theory.
As a strong proponent of the value of Financial Planning for all Canadians, Jules is a Certified Financial Planner and serves as a member of the Panel of Examiners FPE2 for the Financial Planning Standards Council. Jules A. Lalonde also serves as Director of Wealth Management for Greenvale Group Advisors Inc., a large consultancy firm advising on Group Health and Retirement Benefits.
On his spare time, Jules enjoys spending time with family by the lake. Jules also enjoys studying and practicing activities as diverse as Karate.
- Chartered Life Underwriter (CLU) – 2004
- Certified Hedge Fund Specialist – 2003
- Certified Financial Planner (CFP) – 2001
- MBA Finance, Laurentian University – 2001
- HBSc Biochemistry, Laurentian University – 1996