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Alexandra Macqueen, CFP

Toronto, Ontario, Canada

A Certified Financial Planner professional, Alexandra has expert-level knowledge of the Canadian financial services industry, products, and processes.Co-author of best-selling personal finance book Pensionize Your Nest Egg: How to use Product Allocation to Create a Guaranteed Income for Life (Wiley, 2010). (Revised, updated and expanded international edition now in process for 2015.) Provide comprehensive and authoritative financial writing and editing for academic and industry publications.Expert-level knowledge of financial planning in Canada; annuities, annuitization, and longevity-guaranteed income streams; "pensionizing" portfolios for retirement income; the landscape of current and developing retirement income products; risks in retirement (longevity, survival probabilities, sequence of returns, inflation); tradeoffs between financial legacy and bequest motivations.Highly accomplished communicator; able to make complex financial planning, insurance and investing topics accessible to diverse client, institutional and public audiences.

  • Work
    • QWeMA Group
  • Education
    • Queen's University
    • University of Waterloo