Meet Our Team
Allan has been involved in the financial industry for the past 15 years. He currently holds his Life Insurance level 2 licensing as well as disability insurance license.
Over the past few years he has successfully completed his Canadian Securities Course, the Branch Managers course, and the Professional Financial Planning course offered by the Canadian Securities Institute.
Prior to entering this industry Allan was in the Banking Industry and brings over 13 years of banking experience to his practice.
Allan believes in identifying the goals, needs and objectives of his clients in order to put an appropriate plan in place to achieve financial success with his clients. Allan finds most successful plans include interactive choices with his clients to ensure maximum results.
He specializes in pension integration with personal investments and long term estate planning for proper wealth transference at a point in the future.
Disclaimer: The information contained herein is for BC residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.