Allan, has spent his career in the Financial Services arena.   Achieving his accreditations and licensing beginning with the Canadian Securities Course in 1986, Life & Diability Insurance in 1988, CERTIFIED FINANCIAL PLANNER^® designation in 1998, Financial Management Advisor in 2001, Mortgage Broker in 2008 and Certified Cash Flow Specialist in 2015

He has been client focused in his many positions including :
Personal Sales and Field Management with Penn Corp Financial, Branch and Provincial Management with RBC Insurance, Private Wealth Consultant with BMO Harris Private Banking, Area Management responsible for Mortgage Development for BMO in Alberta, Financial Planning Specializing in Cash Flow Management and finally bringing this all together in the IG Mortgage Planning Specialist role since 2018 to help create a more holistic and complete planning solution for our IG clients