Allan graduated from Acadia University in 1984 with a Bachelor of Business Administration, with a major in Finance and a minor in Small Business Management and Accounting. He purchased his first H&R Block franchise in that same year; eventually this would expand to two franchises with three branch offices. During his time at H&R Block he won national awards for Excellence in Client Services and Franchise of the Year. 

He started with IG Wealth Management in 1996 and in 2000 he obtained his CERTIFIED FINANCIAL PLANNER® designation. In 2019, Allan completed his licensing requirements that initiated the move to the IIROC platform. Drawing on 26+ years of experience while growing his practice, in 2022 he made the transition to IG Private Wealth Management.

Through his extensive experience and education in taxation and business management, Allan is well-suited to work with clients to create detailed, yet easy-to-follow financial plans that will provide immeasurable value.

Allan is father to adult children, Alana and Paul. When not immersed in work, he enjoys traveling the world, gardening, renovation projects and socializing with family, friends and clients.

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