CFP, RRC, BA
CERTIFIED FINANCIAL PLANNER®
Investors Group Financial Services Inc.
Allen has been in the Financial Services Industry since 2012. He spent the first three years working in Corporate Finance at Manulife’s Head Office in Toronto. In 2014, Allen and his wife relocated to the Niagara Region to start a family where Allen became a Consultant at IG Wealth Management. Allen has his Registered Retirement Consulting (RRC) and CERTIFIED FINANCIAL PLANNER (CFP) designations.
Allen plans to be at IG Wealth Management long term, which offers clients the opportunity for a long-term business relationship and to develop beneficial and efficient financial plans that incorporate thoughtful strategies tailored to each client’s unique circumstances. Allen and his team provide excellent client service and provides added value to each and every client.
My IG advisor does all my financial planning
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