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.
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.
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.
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.
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.
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 over a decade of success. Her magic is keeping the details of our highly customized policies moving forward, all the while with her killer smile.
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.
Having coordinated events for years, Katie knows how to dance in the moment. Her peaceful demeanour and affinity for detail gives her a strong and grounding presence. Katie’s transition to underwriting is such a natural fit as she has been a compass for clients and advisors for years now. You can always count on her to ensure everything’s in the right place at the right time.
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!
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 manage everything from financial analysis to client contact comes right from the core of wanting to help others have great impact.
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.
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 many of our video stories. She's always five steps ahead, leaving a signature wake.