Meet Our Team
Alan has been a practicing financial advisor since 1992. Prior to moving to the Newmarket office in 1999, he was the Branch Manager and owner of the London office of Investment Planning Counsel, which included eleven other investment professionals. Prior to that he spent more than two years as an index option trader. He also operated several small business corporations in Toronto.
Alan attended the University of Waterloo and York University, where he studied economics and political science. He completed the Canadian Securities and the Conduct and Practices Courses and has life insurance qualifications from the Life Underwriters Association of Canada. He also taught the Retirement Planning section of the CFP at London’s Fanshawe College as part of their Financial Planning Certificate Program.
In London, Alan hosted a weekly financial program on CKSL radio for two years. He has also appeared with Garth Turner and Gordon Pape on local and national television broadcasts, and has appeared often on ROBtv’s Talking Tax program. Alan currently hosts the Sunday Money Show on Newstalk 1010. The Sunday Money Show is a live, call-in radio program airing every second Sunday evening from 5-6 p.m. covering a wide variety of investment and financial planning topics.
Alan leads a team committed to providing complete and comprehensive financial planning services to clients. Clients are assured of receiving the broadest and most responsive planning information and consulting possible.
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