President, Senior Consultant & Financial Advisor
Allan has been a senior Insurance Advisor and Employee Benefits Consultant for over 35 years. He has many loyal Employee Benefits, Pension, and Group RRSP clients for whom he has been providing services for over 25 years
His committed clients, community service, industry activities and volunteerism speak to his dedication to people and willingness to give back to his community.
Allan is a member of The Financial Advisors Association of Canada (ADVOCIS). He has held his Chartered Life Underwriter (CLU) designation since 1980. The CLU is Canada’s premier wealth transfer and estate planning designation.
Allan has the life experience necessary to assist his clients with strategies for providing cost effective benefits in order to retain and attract employees. He believes that our role is to represent the interest of our clients first and foremost.
A properly-designed employee benefit plan can be a powerful tool to satisfy the need for cost containment and at the same time provide employee satisfaction and retention. Click here to find out more about the benefits available.
Benefits continue to be, for the most part, tax-free rewards and incentives you can offer employees. To find out how benefits are currently taxed: click here to find out more.
