Our Team

Ross Allan | President

Since launching Allan Financial Services in 1986, Ross has been an innovator, demonstrating to his clients how to utilize insurance products to accomplish their financial goals. Ross has assisted hundreds of clients to minimize risk and maximize their tax savings with his balanced and in-depth understanding of financial planning strategies and his expert knowledge of insurance. Clients, many of whom have been with the firm since its launch, appreciate Ross's commitment, enthusiasm and personalized approach. The firm has flourished under his leadership which emphasizes building relationships and providing a "concierge" approach that always puts clients first.

In 2004, Ross brought Allan Financial under the umbrella of the DundeeWealth group of companies. As an official Dundee Insurance Agency, the firm now has access to the resources of one of Canada's largest, publicly owned, innovative wealth management companies.

Ross was born and educated in Vancouver, B.C., and obtained his B.Sc.Ed from UBC. Ross lives on Bowen Island with his wife Suzanne and their three girls and is an active member in his community.