Senior Investment Advisor, Canaccord Genuity
Economics, Bachelor of Arts (BA) 1990

With over 28 years of leadership, executive management roles and investment experience in the Wealth Management business, Allan employs the broad resources of CG to serve a loyal clientele of highly accomplished business owners, senior executives and affluent families.

A personable and knowledgeable financial planner, Allan enjoys learning from clients about what matters most to them, what their expectations are for their future and diagnosing how he can best help them increase and protect their wealth.

Allan is a CERTIFIED FINANCIAL PLANNER / CFP®, has a Bachelor of Arts in Economics from York University and holds a Level II life insurance license. In his personal time, Allan contributes to the University of Toronto Student Co-op Program as a mentor for young people interested in the financial industry