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 options 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 2 pm – 3 pm 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.
Listen to Alan Cameron on Sundays from 12 pm to 1 pm EST on The Sunday Money Show.
Bringing over 20 years of experience to provide sound, reliable financial advice to help you achieve financial independence and peace of mind. Alan leads a team committed to providing complete and comprehensive financial planning services to clients. Clients rest assured they are receiving the broadest and most responsive planning information and consulting possible.
As your Family Wealth Advisor, I put myself at the center of your financial affairs so I can see the complete picture, and ensure the advice and guidance you receive is in your best interest. To start, I take an in-depth look at every aspect of your financial life, and then work with you to create a comprehensive plan that sets you on the best course to achieve your life goals and retirement dreams.
Listen to the Sunday Money Show with Alan Cameron. Every second Sunday of the month, from 12 to 1PM EST.
“Money isn’t about numbers; it’s about achieving your goals. I didn’t think I could buy my ex-husband out of our home, or go back to school, or put my daughter through university, and now I’ve done all three.”
“Money isn’t about numbers; it’s about achieving your goals. I didn’t think I could buy my ex-husband out of our home, or go back to school, or put my daughter through university, and now I’ve done all three.”
“Money isn’t about numbers; it’s about achieving your goals. I didn’t think I could buy my ex-husband out of our home, or go back to school, or put my daughter through university, and now I’ve done all three.”
“Money isn’t about numbers; it’s about achieving your goals. I didn’t think I could buy my ex-husband out of our home, or go back to school, or put my daughter through university, and now I’ve done all three.”
“The investment style is methodical, disciplined and, importantly, fulfills our needs without exposing us to unacceptable risk. We appreciate the steadiness with which they help us stick to our plan, their diligence in keeping our fees as low as possible and, not least, their friendliness.”
“The investment style is methodical, disciplined and, importantly, fulfills our needs without exposing us to unacceptable risk. We appreciate the steadiness with which they help us stick to our plan, their diligence in keeping our fees as low as possible and, not least, their friendliness.”
“I’ve given everything I have to invest, and I couldn’t be happier. Things go up and they go down, but I don’t bother about it. Trust leads to that confidence. Trust, and a paycheque every month.”
“I’ve given everything I have to invest, and I couldn’t be happier. Things go up and they go down, but I don’t bother about it. Trust leads to that confidence. Trust, and a paycheque every month.”
“We have found that everyone involved has been friendly and approachable. We feel comfortable asking questions regarding investments that we are unfamiliar with and have limited knowledge about. We receive easy-to-understand guidance and trust in their management going forward.”
“We have found that everyone involved has been friendly and approachable. We feel comfortable asking questions regarding investments that we are unfamiliar with and have limited knowledge about. We receive easy-to-understand guidance and trust in their management going forward.”
“We are amazed with their ability to limit much of the market volatility, and feel that they have done a very good job at managing in these tough times.”
“We are amazed with their ability to limit much of the market volatility, and feel that they have done a very good job at managing in these tough times.”
Personalized financial planning
Tax strategies to keep more of what's yours
Your wealth managed with the entire family in mind
Live the life you desire, craft the legacy you deserve, and reclaim the time to focus on what matters most to you.
Time is our most valuable asset—one we can’t buy more of—so how we spend it shapes how we live, and we’re here to help you make the most of it.
Because a legacy is more than just the money you leave behind, it’s the reassurance that you made a lasting difference with a story worth remembering.
When a financial plan is customized to your exact needs, overseen by your dedicated family wealth advisor, and powered by a globally diversified portfolio, it won’t just help you live for today—it can ensure your legacy creates for generations.
Everyone has a story, but few can decide how it’s told or when it will be forgotten. Let’s co-author one that you can be proud of.
Our fully integrated approach combines portfolio management with comprehensive financial planning. We ensure that every aspect is considered—including tax efficiency, estate planning, and wealth transfer—to provide truly handcrafted solutions.
Balancing your current financial needs with short- and long-term goals through personalized retirement planning strategies.
