ALLAN FINANCIAL CORPORATE PROFILE

Allan Financial has been providing trusted advice and counsel to our clients regarding their financial affairs since 1984.  Our process begins with establishing our client's financial planning objectives before recommending any of the wide variety of financial products available to them.  Once these objectives are established, we then work to implement the most cost effective and tax efficient financial solutions on behalf of our clients.  Allan Financial views financial planning as a long term, dynamic process, whereby we are actively seeking new ways to provide better asset management services to our clients.  We do not typically charge a fee for service.  Rather, our compensation is received through commissions, usually paid by the financial institutions that we place our clients’ business with.  Our relationship with these companies is viewed as a partnership, whereby we can access the appropriate financial products and information as required by each specific client’s circumstance.  Allan Financial also maintains several strategic alliances with other professional advisors in order to provide relevant advice regarding areas outside of our expertise.  The following individuals make up our team:

J. Ross Allan

J Ross Allan was born and educated in Vancouver BC, Ross was a Phys. Ed  major out of UBC, however the secure green pastures of a long term teaching career did not appeal to this energetic people person.  Ross entered the field of Life Insurance at the tender age of 24 and the rest is history.  After  a short spell in the “big Insurance” world Ross who would not have  his wings clipped, took off on his own and established J Ross Allan Financial 1984.  Ross strength lies in building relationships with our clients so that he can create a financial plan which accurately reflects their specific needs.

Ross lives on Bowen Island with his wife Suzanne and their three girls and is an active member in this community.

Ross is an avid sports fan and has a PHD. In sports trivia.

Kal Sangha

Kal has been working in the administrative area of the financial services field since 1993, and with Allan Financial since 1994.  Kal’s cheerful voice is your first contact with Allan Financial , her job covers all areas of client services and administration, and the execution of financial planning strategies.  Kal constantly amazes clients with her knowledge of their account status, often without even opening the file.

As the financial services field becomes more complex, her organizational skills are critical to the long term, beneficial relationship we seek to develop with our clients.

Kal is the fitness queen and will be found at the gym most nights and is a keen runner.