Bowen in the News!

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Bowen in the News!

We're pretty pleased, and honestly, a bit amazed, to have such a high profile feature. We hope you enjoy seeing a bit of a behind-the-scenes view of Allan Financial...

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Revive Your Firm

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Revive Your Firm

Most of us have had to go through reinvention at some point in our lives, and while it is never an easy path, we always knew it was crucial for us to remaining relevant...

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Change

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Change

At the end of last year, we made a strategic decision to become a more independent life insurance advisory firm. Hear what this means for you as our client.

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We Give and We Receive

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We Give and We Receive

We were thrilled when last week in Toronto at the 2016 Wealth Professional Awards we received the Best Practice Individual Office award. It was great - a big fancy award show and ceremony with all the attendant bells and whistles. And we won!

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