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.