Insurance
Life insurance, Mortgage insurance, and Travel insurance. We provide all the types of insurance you need throughout your life. Life insurance includes: Term, Universal Life, Whole Life, Disability Insurance,
Cashflow Planning
Allan specializes in Cashflow. Cashflow takes into account your income, assets, proximity to retirement and debts in order to determine exactly how much you can spend on the things you can control while reaching your personal goals.
Manulife One Mortgages
The Manulife One mortgage is the single most effective tool we use to help our clients get out of debt faster and leverage the assets they already own to use their money wisely. If you haven't heard of Manulife One, you're missing out on saving more money than you have ever saved while keeping your spending habits the exact same as they are now.
Becoming Your Own Banker
Everyone needs a place to store money for retirement. A place that will see increasing compound interest that is safe, profitable, and can provide security to their family as they approach retirement. Most of all, you need a place to borrow money for large purchases that you make throughout your life (like cars, vacations, and cabins at the lake).
Cashflow Plan - Case Studies
Young Couple
A Cashflow Plan helped this young couple save $150,000 in the interest they would have paid over the course of 15 years of paying off their mortgage. Before their Cashflow plan, they didn't even have enough money to make ends meet.
Case Study
Read a case study about this couple and what was done to get them back on track.
Download Case Study10 Years From Retirement
A couple ready to retire in 10 years found themselves needing 32 years to pay off their debt at their current rate. A Cashflow Plan had them debt free in 8 years while still saving for their retirement! Overall, the Cashflow plan saved them $120k in interest.
Case Study
Read this case study about the couple nearing retirement and notice how some important changes lead to some amazing results.
Download Case Study