Throughout his career, Alan has earned a reputation for understanding the complex needs of high-net-worth clients and charitable institutions. Importantly, he’s also learned how to best serve them over the course of four decades of experience in the fields of discretionary portfolio management, derivative securities, financial planning, and sophisticated investment strategies.<\/p>\n\n\n\n
As a founding partner of Index Wealth Management Inc. in 2009, Alan acted as the firm’s Chief Compliance Officer before merging with Bellwether Investment Management in 2016. With a partnership-first mindset, he continues to serve Bellwether in a dual capacity as both a senior portfolio manager and interim CCO. Alan’s capital markets acumen and regulatory expertise have proven invaluable for clients and the firm as a whole.<\/p>\n\n\n\n
With broad exposure to the industry’s finer points, he’s been looked to as a trusted voice in Canadian financial media, regularly being called on to contribute to the Globe & Mail and the Winnipeg Free Press. He’s even been recognized as one of Canada’s Most Innovative Investment Advisors by the National Post thanks to his forward-thinking approach to wealth management.<\/p>\n\n\n\n
Alan holds a bachelor’s degree from the University of Manitoba, as well as the professional designations of Chartered Financial Analyst, Certified Investment Manager, and Fellow of the Canadian Securities Institute. Committed to continuous learning and professional development, he’s also completed the Canadian Securities Course, Canadian Options Course, Canadian Commodity Futures exams, Canadian Investment Finance program, and Canadian Investment Management program.<\/p>\n\n\n\n
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