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