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Allan currently manages in excess of 396M 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 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.
- Career Highlights:
- 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
- Completed the Professional Financial Planning Course
- June 2004 - Moved to National Bank Financial to set up the new offices in Sidney
- Took over the Branch Manager position in 2008
- Completed the Branch Manager Course
- Completed the Options Supervisor Course
- Completed the Effective Management Course for Branch Managers