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.
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.
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.
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.
From our offices in the Guinness Tower on West Hastings, we serve families and entrepreneurs across the lower mainland and surrounding communities who have built real wealth in one of Canada’s most dynamic cities—Vancouver, British Columbia.
Whether you’re navigating cross-border complexity as a global family, stewarding multi-generational properties on Vancouver Island, raising a family in Yaletown, or planning to retire in the Okanagan, you deserve a partner who spends their time ensuring you can make the most of yours. As fiduciaries, we’re legally bound to act solely in your best interests—something we believe should be the norm, not the exception.
With investment management, personalized wealth planning, advanced tax strategies, and comprehensive estate planning all under one roof, our integrated financial planning services see the big picture in every detail.
At its core, that’s what inspired the Bellwether Life & Legacy Promise. Everyone has a story, but few can decide how it’s told. We’re here to help you author one that’s remembered for generations—where living well today and creating a lasting legacy aren’t a trade-off, but a coordinated plan.
“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.”
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Personalized financial planning
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Tax strategies to keep more of what's yours
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Wealth managed with generations 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.
