Certified Financial Planner

Allan is a Certified Financial Planner (CFP®), a Chartered Financial Divorce Specialist (CFDS) and holds the Canadian Investment Manager’s designation, so you can be sure that he provides expert and professional planning services. To earn the CFP®, CIM, and CFDS designations, Allan had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements. Allan also adheres to a professional Code of Ethics and he fulfills annual continuing educational requirements to remain aware of current planning strategies, financial trends, and issues related to divorce.

He began his financial planning career with SunLife in 1995. Two years later he joined the CIBC as a personal account manager assisting clients with their debt management and investments. Then, in 2002, he partnered with Simon Ffrench and founded Atlantis Financial Inc

Allan has lived in Kingston, Oshawa, Brockville, Oakville, Sault Sainte Marie, London, and Ottawa – before finally settling down in the Barrie area in 1992.

A long, long time ago Allan was a nationally ranked sprinter, he has his private pilots’ license, built a cedar strip kayak from scratch, and spent a summer as a fishing guide an hour north of Wawa where he met his wife Caroline. Together they have two children, Steven and Allison.

Allan enjoys sailing, skiing, is an active member of the Barrie ping pong club, and bakes the pies whenever there is a family event. In the summers he enjoys getting away on his motorcycle and tenting.