"We believe in long term relationships, where loyalty to its clients supersedes loyalty to any one product or provider."
Alex Campbell,
Founder & CEO


 

The Rubicon Team

The Rubicon team consists of a group of qualified and experienced professionals specialized in employee benefits, individual insurance, investments, and tax and estate planning. In addition to our expertise, Rubicon has access to legal and accounting experts and support services, for whenever the need may arise.

You can trust Rubicon to manage every aspect of your financial plans. We are committed to maintaining the highest ethical and professional standards in the industry and are proud members of ADVOCIS, the Institute of Advanced Financial Planners.


Rubicon's Founder

Alex Campbell entered the financial planning field in 1989 after 15 years of serving as a senior executive in a variety of industries. He has dedicated himself to developing comprehensive estate preservation and risk management plans for individuals and businesses alike.

Alex's involvement in the community include his ongoing role as a mentor for young entrepreneurs through Junior Achievement, and as President of the Georgetown Track and Field Club. Alex is an avid duathelete, who competed for Canada's National Team in Germany in 1998, and continues to actively train and compete.

 
 

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