Clarity
Confidence, Freedom
Lifestyle Financial Planning

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Simon and Allan

Welcome to Atlantis Financial Inc.

Identify, maintain and enhance your lifestyle throughout your lifetime without the fear of ever running out of money, no matter what happens.

Have fun engaging with our interactive lifestyle planner and discover new opportunities, security, and peace of mind.

“Live the life you want.”

We are certified financial planners with a twist!

Testimonials

  • It is rare to find a really good financial advisor and Allan Norman is a gem! My husband retired two years ago and I was worried about our financial health. We asked Allan if he would review our financial situation and help us develop a financial plan.  He replied to us quickly, saying yes, and he totally exceeded our expectations. We felt very comfortable with him right away and were impressed with his methodology, his attention to detail and his financial knowledge. The first thing he did was to arrange an online teleconference with us and he quickly input all our information into an excellent financial modelling tool. He ran various scenarios, as we watched online. We asked him a lot of questions, requested additional analysis and scenarios and wanted to see numerical details. He listened, he provided all the details we wanted, and he clearly and patiently answered all our questions. His financial models and videos really helped support the process. Thanks to Allan, we feel comfortable with our investment plans and retirement goals. We are very grateful for his help, his knowledge and his caring nature. Allan is a dedicated and very talented financial advisor who goes above and beyond to help his clients. He is a pleasure to work with and we highly recommend him.

    E & D S., Calgary, AB
  • Thank you so much for your friendship and awesome help in validating my crazy spreadsheet. Your insight was amazing and very much appreciated.  I am privileged to have you as a friend.

    G., Barrie, ON
  • Thank you so much for the meeting, spending the time with us and sending us the summary. We feel a lot better knowing that we’ve had your expertise review our financials – it is giving us a great feeling of relief – almost giddiness! We were very impressed with the software you are using. E. has been looking at boats again…. and most of all…. thank you for convincing E. that he doesn’t need to work any more – at least not for financial reasons anyway!

    M & E W., Barrie, ON
  • Thank you so much for taking the time to produce and send me that clip. I feel so much less alarmed since talking to you. Thank you for being very thorough and not being condescending to me due to my low income / low home value. I am strongly leaning toward making my basement a legal apartment …. doing my due diligence to make a firm decision.

    Regards D. W., Barrie, ON

In the News

We’re a regular contributor to MoneySense magazine. We were invited to the 2018 Federal budget lock-up and were published in Macleans Magazine. In 2016 we entered a National financial planning competition and placed 2nd over-all.

How to retire in your 40s with $60,000 a year for life

Joanna and Charlie A. are both 44 years old and live in London, Ont. Joanna, a physician, has spent the last 20 years managing the family’s investments and next year, she wants to hang up her white coat and dedicate herself to freelance writing—a side hustle she’s had for several years now.

How to retire at 60 with $45,000 in income

Q. If my spouse and I retire at age 60 in about three years—and want to have $45,000 net annually to spend—how much money will we need to have saved? We have no company pensions—only full CPP and OAS. We expect to live to age 85.

How Budget 2018 will affect small business owners

The government wants to help small business owners invest in and grow their firms—but they don’t want to give them an advantage over others when it comes to personal saving and investing.

Can Anne, 63, afford to retire right now?

Anne, a 63-year-old divorced human resource manager earning $100,000 annually, retired a year ago and has been living off a small $45,000 inheritance. But she is worried. “I don’t have a company pension so I will have to start drawing down my investment portfolio later this year,” says Anne.

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