Alan is married with two adult children & resides in the town of New Glasgow. He is active in the community through several volunteer organizations, church committees & the Financial Advisors Association of Canada.

Alan attended the Nova Scotia Agricultural College and the University of Guelph receiving his Bachelor of Science (Agricultural Economics) degree. His continuing education has included courses with the Institute of Canadian Bankers, Canadian Institute of Financial Planning and the completion of the Canadian Investment Funds Course through the Investment Funds Institute of Canada. He has also completed the Chartered Financial Planners program from the CIFP and has received the CFP designation.

Alan is a member of The Financial Planners Standards Council of Canada.

We’ll help you create a plan just right for you. You can enjoy peace of mind knowing you have a financial plan that provides you with confidence that all of your financial resources are working together toward your long-term financial goals.

We offer strategic planning for both small businesses and corporations. In today's fast changing business environment you've worked hard to build your business. You may be starting a new venture or want to develop strategies to protect it.