Alan Cameron – North York
Alan has been a practicing financial advisor since 1993. Prior to moving to Toronto in 1999, he was the Branch Manager and owner of the London office of Investment Planning Counsel, which included eleven other investment professionals. Prior to that he spent more than two years as an index option trader. He also operated several small business corporations in Toronto.
Alan attended the University of Waterloo and York University, where he studied economics and political science. He completed the Canadian Securities and the Conduct and Practices Courses and has life insurance qualifications from the Life Underwriters Association of Canada. He also taught the Retirement Planning section of the CFP at London’s Fanshawe College as part of their Financial Planning Certificate Program.
Alan has appeared on local and national television broadcasts, and has appeared often on ROBtv’s Talking Tax program. For the past 15 years, he has been a feature of Toronto radio hosting a weekend financial program. Alan currently hosts the Sunday Money Show on Newstalk 1010. The Sunday Money Show is a live, call-in radio program airing every second Sunday morning from 11 am – 12 noon covering a wide variety of investment and financial planning topics.
Alan leads a team committed to providing complete and comprehensive financial planning services to clients. Clients are assured of receiving the broadest and most responsive planning information and consulting possible.
Sharon Campbell – North York
Operations Manager/Executive Assistant
Sharon oversees the office operations and works closely with Alan to meet client service needs and expectations. She manages the team services and is responsible for developing and maintaining a strong on-going client relationship to ensure a first rate client experience.
Lucy Cutting – North York
Lucy manages the marketing, client relations and communications activities of the office. Her objectives are to provide excellent client support. She works continuously to ensure that we provide informative, interesting and useful support for our clients.