Allan graduated from McGill University with a bachelor’s degree in Economics. He joined the financial services industry in 1987. Allan has served in many managerial roles with his previous firms. He has also devoted much time for community organizations both charitable and sports-oriented and is currently the treasurer of the endowment fund of his diocese.
Allan is passionate about wealth management. He brings his 33 years of industry experience and his conservative demeanour to our Investment Policy Committee. Furthermore, he works closely with his clients in understanding their objectives and identifying the appropriate solutions.