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Our Team


Our Team

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Our Team


Our Team

 
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Deeply Committed

Our team is full of hard-working professionals who know how to get the job done for our clients. We're committed to creativity, innovation, and giving back. And we love creating a great client experience.

 
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Ross Allan


Ross Allan


 

Ross Allan

President

"THE INNOVATOR"

A true insurance specialist, Ross is the Allan in Allan Financial. He’s comfortable in a group of 3 or 300, and is always jockeying for the best offering for his clients. He believes in community. He’s known for his commitment, creativity and playfulness, and his talented team of caring people. And he’s got the insurance industry cornered on stand-up comedy and video. 

My goal has always been to make the insurance process positive. Believe it or not, it’s even been called ‘fun.’
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Danielle Allan


Danielle Allan


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Danielle Allan

Director of Finance & Operations

"THE ADVOCATE"

As a second generation business leader, Danielle integrates technical and administrative grit into the family business. Growing up in the culture coupled with her hard-earned financial acumen make her a powerful industry change agent. She was critical to the implementation of the Kiva Project. Dan is the embodiment of process with heart.

Integrating the past into future-focused business culture is a real privilege. I love what we’re becoming.
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Don Anderson


Don Anderson


 

Don Anderson

Vice President

"THE THINKER"

Don's experience in the tech sector makes for a fresh leadership style in the insurance business. He’s used to innovative teams and concepts. His system-based thinking, strategic mindset and passion for our highly creative product design have him poised to improve service. Don’s eyes are focused on the continuity, stability and security of the business as it moves into the next 20 years.

I get to deliver a fresh view on insurance to my friends and colleagues, while making sure our business is as efficient and secure as it can be.
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Chriselle Kalaw


Chriselle Kalaw


 

Chriselle Kalaw

Director of Product Design

"THE CREATOR"

CK actually lights up over numbers. Her rich analysis and strategic mind make insurance design look like art. Her astute market knowledge and understanding of product, tax, and industry trends keep things cutting edge. She is part of a new breed of international, finance-focused, tech-smart women staking their claim in insurance.

This industry needs strong, fresh ideas. While insurance planning is far from simple, the beauty of my craft is to make it so.
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Hardeep Manhas


Hardeep Manhas


 

Hardeep Arreaga

Director of Underwriting

"THE SUPPORTER"

Hardeep communicates deeply. She’s close and confidential with clients, medical offices, advisers and underwriters. You can’t teach discretion, tenacity and professionalism - they have been at the root of nine years of success. Her magic is keeping the details of our highly customized policies moving forward, all the while with her killer smile.

I love that I can be familiar and supportive to clients, advisers, and my team. Professionalism is one thing, but being personable is a bridge to trust. And trust is everything.
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Kal Sangha


Kal Sangha


 

Kal Sangha

Senior Underwriter 

"THE OBSERVER"

Kal’s long term relationships with underwriters, insurance companies, and financial advisers mean a whole lot. They ease the application process. Now a senior underwriter and policy administrator, Kal has helped build this company from the ground up. She’s witnessed many changes in the industry and goes to bat for clients with a great understanding of context.

Insurance is all about looking ahead. This business has always been personal, and with three kids of my own now, it’s now more relevant than ever.
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Rachel Denroche


Rachel Denroche


 

Rachel Rogers

director of Client Service

"THE DRIVER"

Rachel is a relationship-driven problem solver and the force behind our paperless office. Her empathy, tenacity and millennial brain make her an invaluable team player. She tends to immediate client needs and proactively initiates solutions. From executing administrative tasks to monitoring policy specifics, her forte is responding quickly to everyday business challenges.

The insurance process calls for a lot of administrative TLC. I get to soften the rough edges along the way.
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Katie Erickson


Katie Erickson


 

Katie Erickson

Executive Assistant

"THE GUIDE"

Having coordinated events for years, Katie knows how to dance in the moment. Her peaceful demeanour and affinity for details give her a strong front-of-house presence. Katie controls the schedule and office logistics. She's a compass for our clients and a touchstone for our team, ensuring everything’s in the right place at the right time.

It’s gratifying to carry clients through the process, especially when what we do matters so much to their lives. There’s meaning in every detail.
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Holly Graff


Holly Graff


 

Holly Graff

Communications Specialist

"THE iNTERPRETER"

Wordsmithing compelling messages for business development is a craft that Holly has mastered. She brings a career's worth of innovative research and strategic writing to the team. She galvanizes business and grassroots community like no other. Professional and charming, her effortless ability to influence is always done with grace and flair.

Finding what really drives people, regardless of their fields, languages or talents…that’s the key to connection.
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Megan McPhee


Megan McPhee


 

Megan McPhee

Product Design/Finance Associate

"tHE SCIENTIST"

Meg has undergone a metamorphosis, moving from a career in behavioural neuroscience and ecology to product design. It's a unique but complementary shift, and there’s color in the transformation. Her tenacity, patience and discipline make her a natural fit in caring for clients and their details. Her discretion counts too!

Product design is full of analysis. It’s where thorough due process meets thoughtfulness.
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Laura Kynoch


Laura Kynoch


 

Laura Kynoch

Office Manager / Marketing Associate

"THE STABILIZER"

Laura is the one who listens and forwards the action for you. Behind her calm manner hides an extreme competence. That serenity comes from a strong core and continual analysis. Her ability to effortlessly manage everything from client contact to marketing content comes right from the core of wanting to help others have great impact.

Being able to anticipate what someone needs, sometimes before they even know they need it, is where discernment and finesse come to play.
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Patti-Jo Wiese


Patti-Jo Wiese


 

Patti-Jo Wiese

Marketing Strategist

"THE CONNECTOR"

Never to be seen without her iPhone in hand, Patti-Jo has the ultimate lead on creative communication and marketing strategy. PJ is the driving force behind our Kiva social enterprise and all our video stories. She's always five steps ahead, leaving a signature wake.

Innovative leaders and breakthrough companies are striving for deep and sincere connection with their communities. Who doesn’t want that?