Alexandra Van Tassell - Investment Fund Advisor

Alexandra Van Tassell - Investment Fund Advisor Dedicated to providing you with the insights and tools needed to successfully navigate your financial journey.

Mutual Fund Representative
Life and Health Insurance Advisor
Administrative Assistant

Desjardins® and related trademarks are trademarks of the Fédération des caisses Desjardins du Québec used under license. Mutual funds are distributed by Desjardins Financial Security Investments Inc. I am licensed for mutual funds in the Province of Ontario. I am licensed for life and health insurance in the Province of Ontario.

05/29/2026

Thank you to .sbec for organizing another fantastic women’s event, and to everyone who stopped by my first ever vendor booth 🙂‍↕️

The best part of the day wasn’t talking about money, it was hearing your stories about it; Your frustrations with the financial world, the questions you’ve never felt comfortable asking, the experiences that left you feeling unheard. Those conversations are exactly why I’m passionate about making finance feel a little more human!!

Thank you for stopping by. The conversation doesn’t end here.

Most people think their problem is budgeting. It’s not.By the time someone books a call, they’ve usually already tried t...
04/02/2026

Most people think their problem is budgeting. It’s not.

By the time someone books a call, they’ve usually already tried tracking everything, cutting back, and “being more disciplined” and it still doesn’t stick.

Not because they’re bad with money, but because no one ever showed them what to actually do.

The first thing we don’t do? Talk about your numbers.

We start with what’s been weighing on you, what’s not working, and what you actually want to change. Because until that’s clear, the rest doesn’t matter.

Most advice skips that and that’s why it doesn’t last.

If you’ve ever felt like you should have this figured out by now, you’re not behind, you’ve just never been shown how this actually works 📊

Before the portfolios, projections, and planning meetings… there were school photos, scraped knees, and big dreams ✨ Wan...
03/03/2026

Before the portfolios, projections, and planning meetings… there were school photos, scraped knees, and big dreams ✨

Want to work together on your goals? DM or email me! 📥 I’ll be waiting 🙂‍↔️




02/26/2026

So grateful for the wisdom shared, the conversations sparked, and the opportunity to connect with so many strong, driven women in business 🤍 There is something powerful about being in a room full of women who are building, leading, and dreaming big.

Thank you to the .sbec for hosting such an incredible evening. I’m leaving inspired, energized, and excited for what’s ahead 💫

Community matters. Growth matters. The room matters. 🙏





FemaleEntrepreneurs

More than just spreadsheets and savings plans over here 👋 (but we still love spreadsheets)Cat mom. 📚Gym lover. 💪Finance ...
02/10/2026

More than just spreadsheets and savings plans over here 👋 (but we still love spreadsheets)

Cat mom. 📚
Gym lover. 💪
Finance nerd. 📊
Forever learning.

I’ve been keeping things pretty “business” on this page, but I want to show up more as me, because your finances are personal, and your advisor should be too.

Thanks for being part of this community. 🤍

✨ Still in shock from last night 🎉 Winning theTop DI Investment award for DFSIN | Ontario Central was such an unexpected...
01/18/2026

✨ Still in shock from last night 🎉 Winning the
Top DI Investment award for DFSIN | Ontario Central was such an unexpected and emotional moment for me.

Here's to hard work paying off and to the many chapters ahead. Trust me... I'm just getting started.

To everyone who has supported me since I started this journey - clients, colleagues, mentors, friends, family, thank you. Thank you for lifting me, challenging me, referring me, cheering for me, and trusting me. I wouldn't be here without you. You've helped me grow into the person and advisor I am today, and I'm so grateful for all of you!

And major love to for the last minute miracle dress that made me feel unstoppable walking up on that stage 😍

Address

88 Centre Street N
Oshawa, ON
L1G4B6

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5am
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19054431026

Website

,

Alerts

Be the first to know and let us send you an email when Alexandra Van Tassell - Investment Fund Advisor posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category