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Meet Your Adviser

I am a trusted wealth adviser with a proven investment approach for forward thinking professionals, providing valued advice at any stage in life.  

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."