CFP, RRC, BA
CERTIFIED FINANCIAL PLANNER®
Investors Group Financial Services Inc.
Allen has been in the Financial Services Industry for the last 10 years. He spent the first four 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 for IG Wealth Management. Allen is now in his 6th year at IG and has completed his CFP designation.
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.
My IG advisor does all my financial planning
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