wealth is not about having a lot of money, it's about having a lot of options
Dolan Investments
Financial Consulting for Professionals
Aligned Capital Partners Inc.
I am a trusted wealth adviser with a proven investment approach for forward thinking professionals, providing valued advice at any stage in life.
Meet Your Adviser
Allan Dolan
- Investment Adviser
- CFP CIM FCSI CEA
I am an Independent Financial Adviser with over 2 decades of experience in the financial services industry. I am proud that over this time I have helped 100’s of families and professionals in the community to achieve their financial goals.
My mission is to have a positive financial impact on my clients’ lives. To be of service and to help is what my parents instilled in me and I will continue to do that for as long as I can.
Services
What We Do
Learn about our offerings and how we can customize them for your needs
Wealth Investing
The Case for Alternative Investments
Retirement, Tax, and Estate Planning
Education Planning (RESP) and Retirement Disability Savings Plan (RDSP)
Education Planning (RESP) and Retirement Disability Savings Plan (RDSP)
Protecting Your Wealth
Contact Us For More Information
Contact Us For More Information
What Our Clients Are Saying
"Allan takes the time to get to know you and your financial goals, and makes complicated financial information easy to understand. After a few sessions with him, our financial lives were better organized, and our path forward very clear. We’ve been able to achieve what we needed with his analysis, financial planning and guidance. I’ve recommended him to several friends."
"Allan’s passion for his job is evident and his knowledge of the financial industry is impressive. I know he cares about our family and is motivated to help us achieve our retirement goals."
"I have worked with Allan for over twenty years and find him open, friendly and totally professional. The integrity, attention to detail and follow up gives me the confidence and comfort I need in my finances."
"Thank you for helping me with my finances for all of these years and truly understanding my financial situation. I can sleep at night knowing my retirement plan is on track."
Blog And News
Insights
Learn more about the current world of finance and trends in investments by checking out our blog, where we share our knowledge and insights on various topics in finance. Check back regularly to stay up-to-date!
Personal and financial organizer – Solutions for Financial Planning*
4 Creative Ways to Reduce Business Expenses During Coronavirus
Want to know more?
Get In Touch
While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with me.