RIA: Certified Allison has been delivering exceptional client service in the financial services industry for 25 years. With an emphasis on helping investors invest responsibly in the pursuit of their financial goals, Allison takes the time to thoroughly understand what is meaningful to you. She creates solutions and helps you manage your wealth in a way that reflects your unique values and helps you achieve your life’s vision. Allison enjoys coaching running clinics, training for races and is the proud co-founder of RBC Run With Pride.
Services Offered in RI
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
- Small business planning
Minimum Account Size
$100,000+
Investor Type Dealt With
Individual
Type of License
MFDA
Provinces Licensed In
- Alberta
- British Columbia
- Nova Scotia
- Ontario