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2537 Beacon Ave. Suite 205
Sidney, BC, V8L1Y3

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Senior Wealth Advisor
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English

Allan currently manages in excess of $370 million in personal and corporate client assets. His commitment to exceed industry educational requirements and standards and his dedication to his clients is recognized in his designation as Senior Wealth Advisor. This in turn, recognizes his long and distinguished track record of building his business through consistent, conservative investment advice.

Allan has also been recognized by National Bank Financial (NBF) as being among the elite of the firm’s Wealth Advisors by his appointment to the President’s Club. Allan is dedicated to the process of individualizing his advice to each and every client and their unique and individual needs. In assessing a client’s current investment strategy and financial needs,he first establishes the client’s investment objectives, risk tolerance and investment time horizon.This ensures an investment strategy that fits the client’s profile.From there, he suggests an appropriate investment mix that will ensure that their objectives and goals are met. This may result in a traditionally tailored portfolio or a managed investment portfolio.

Many of Allan’s clients rely on Fixed Income to fund their retirement and they enjoy the benefits of his solid dividend yielding conservative portfolio strategies.

To complement the value he provides as your Senior Wealth Advisor, Allan has access to a large group of professionals within NBF and the community to assist with your legal, insurance and estate needs.

 

  • Worked on the construction of the Syncrude oil sands plant during summer holidays in 1976-1978.
  • Obtained Bachelor of Business Admin from Lakehead University
  • Worked with large multinational companies such as Bechtel Inc., Partek Lavalin, & Brown & Root- including an 8 year overseas post in Libya from 1981-1989.
  • Upon returning to Victoria in 1989 he owned his own company- Green Investments Inc., divested in 1998
  • Completed the Canadian Securities Course
  • Completed the Canadian Conduct and Practices Course
  • Joined BMO Nesbitt Burns in 1999 in the Sidney office through to June 2004
Wealth Advisor
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English

Graham has 18 years of experience and joined National Bank in 2008. He has worked with institutional and individual investors during his career. Most recently, Graham was responsible for client presentations on the Canadian economy for National Bank branches in western Canada.

Graham has the Chartered Financial Analyst (CFA) designation, called the "gold standard" by The Economist. He has dedicated his career to helping individuals build and protect their wealth by focusing on their goals while reducing overall risk.

Graham's background give him the knowledge to control risk and vet new products. His investment process allows him to know his clients and build a portfolio that meets their specific objectives and constraints. He has a broad knowledge of asset classes and strategies and the skill to integrate taxation* in the investment policy. Finally, Graham has the ability to integrate multiple disciplines and work as a complement with other specialists including tax lawyers and accountants.

  • Career Highlights
  • Accounting and finance degree from Ryerson University 1995
  • Chartered Financial Analyst designation 2006
  • Introduced National Bank's high net worth offering in 2008 in western Canada
  • Completed the Canadian Secuties Course
  • Completed the Canadian Conduct and Practices Course
  • Completed the Derivatives Fundamentals Course
  • Member of the Victoria CFA society
  • *National Bank Financial is not a tax advisor and clients should seek professional advice on tax-related matters.

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