Our Team

Craig Higgins, MBA, CFP, CLU® | Estate Planning Specialist

Craig has more than 20 years of experience in the financial services industry and is recognized as a consummate professional by both his peers and clients. He works directly with individuals and extensively with investment advisors and their clients to demonstrate how Allan Financial’s innovative life insurance solutions offer unique wealth management applications, including tax-free benefits and tax-sheltered growth. He is a specialist in case preparation and underwriting, helping to ensure each case gets issued. Craig is also an expert in estate planning.

Craig holds and MBA from the University of Victoria and is a Certified Financial Planner and Chartered Life Underwriter (CLU®) -- considered the world's most respected designation of insurance expertise. Craig joined Allan Financial as a DundeeWealth insurance advisor in the fall of 2007.