Alan is a senior portfolio manager and author who has worked in the Canadian financial services industry for the past 30 years.
He has managed client portfolios using an investment philosophy which maximizes the benefits of exchange-traded funds (ETFs) as the core holdings.
Alan also has extensive experience in discretionary portfolio management, derivative securities, strategic financial planning and investment strategies for high-net-worth private clients.
His values to his clients are focused on the following themes:
• Accepting a fiduciary standard of care to eliminate conflicts of interest;
• Making sensible decisions on their behalf;
• Understanding risk and evaluating whether their capital will be sufficient to meet their needs;
• Reducing costs and making their portfolio management fees visible to maximize their returns;
• Improving the tax-efficiency of the investment return they receive.
“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 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.”
“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.”
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.
