1501, ave. McGill College
Associate Investment Advisor
Tel: (514) 282-5732
Fax: (514) 286-3583
A graduate from Concordia University with a Bachelor of Commerce (Finance) and a Chartered Financial Analyst (CFA), Allan adheres to the highest standards in finance and investments.
Drawing on the portfolio management experience he acquired while working for a major brokerage firm, Allan contributes to the development, implementation and monitoring of investment strategies to help Claveau Group clients achieve their wealth management goals.
Analytical and rigorous, Allan is continually seeking financial opportunities that could be of benefit to Claveau Group’s clients.