Independent Life Agent
Born in 1952 in Prince George, BC, Allan’s roots are firmly established in the community. He and his wife Anita are blessed with 3 wonderful sons, their wives and 8 grandchildren.
His previous career spanned 18 years as a veteran Firefighter and 911 Dispatcher so Allan’s commitment and dedication to helping others has been his life focus.
Allan’s background also includes the forest industry, real estate & small business ventures. Allan speaks from experience, as he has been in the trenches, as well as behind a desk.
In February, 1995, Allan realized his dream when he became, Franchise President-Owner of the first Money Concepts Franchise in Prince George. His previous personal experience with other financial institutions identified a need for independent, objective financial advice. Allan also recognized the importance of being associated with an international organization.
Since 1983 Allan has been studying the secrets of cash flow and more recently developing a strategy for creating multiple sources of income which has led him to discover what he believes could be “The Perfect Investment”. This constant search for valuable knowledge continually prepares him for the experiences and wisdom he shares with his clients on their journey in the pursuit of Health, Wealth, Happiness and Prosperity.
In the fall of 2003, Allan expanded the Money Concepts presence in Prince George by opening a second Money Concepts Franchise, which quickly earned him the distinction of being one of the top Money Concepts offices in Western Canada.
Some of Allan’s accomplishments include:
- In 2014, Allan completed the Certified Cash Flow Specialist (CCS™ ) designation
- In 2004, Allan obtained his Branch Manager designation
- In 2001, Allan was presented with Money Concepts “Grant D. Sylvester Award”, recognizing his high level of commitment to his clients and ongoing education
- Licensed as a Level II Life Agent in British Columbia and Alberta
- Qualified to sell Mutual Funds
- Author of a chapter in the book “The Money Team”; the title of the chapter is, “Creating Wealth Means Controlling Your Cash Flow & Ignoring Conventional Wisdom”
- Infinite Banking Concepts Authorized Practitioner
- Bank on Yourself Authorized Advisor
In September, 2015 Allan was honoured by being the recipient of the “Steve Meehan Award for Community Service”. This award recognizes an Advisor who has made an outstanding contribution to a worthy cause on a local or national level as a volunteer, through charitable giving or by pushing their physical limits to build awareness and raise funds for an important cause. The recipient of this award demonstrates a passion and commitment to creating a healthy and vibrant community and serves as an inspiration for others to make a commitment to volunteering and giving.
Over the years, Allan has been a volunteer for many organizations, including Rotary and the Hospice Society to name a few. When Allan is not working, he can be found spending all of his spare time with his family, going for a spin on his Harley or driving the car of his dreams.