Our Team

Mark Echlin | Estate Planning Specialist

Mark brings more than 29 years of expertise in the area of life insurance to his role with Allan Financial and DundeeWealth Management. As an endorsed Estate Planning Specialist for Dundee, Mark is available to help investment advisors determine each client’s correct amount of insurance, evaluate existing policies and facilitate all aspects of insurance and estate tax planning.

Mark works with Allan Financial to offer life insurance solutions that offer unique wealth management applications including tax-free benefits and tax-sheltered growth. His goal is to help clients preserve their income, estate and their business.