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About Alanna

I am enthusiastic and motivated. I have been dedicated to a career in the Financial Services Industry for 20 years. Being involved in various sectors, my experiences range from managing client risk (insurance planning) to wealth accumulation (investment strategies - non registered or for retirement/education planning), as well as everyday banking.

Thereby, I find myself able to adapt easily to any client or situation. 

Besides, I care.

About: Headliner

Why work with me?

YOU SEEK PEACE OF MIND

I am here to take a load off of your shoulders.  We all have our focus, this is my specialty, let me be of service.

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YOU WISH TO REDUCE THE AMOUNT OF TAX YOU PAY

Did you know that when you die you pay an “Estate Administration Tax” (use to be called a Probate Fee) to the Ministry of Finance?  This tax is calculated based on the total value of all assets owned by the deceased at the time of death that will go through the probate process. It is about 1.5% of the value of the estate.  And this is only the beginning ... let's plan for that!

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YOU WANT A CUSTOM SOLUTION TO YOUR UNIQUE PROBLEM

Every situation is different, so should every financial plan.  I am here to help solve a problem, create a solution, and guide you in the right direction.

About: About
About: Services

Who I Help

  • Business Owners

  • Entrepreneurs

  • Families

How I Do It

  • I will ask important, albeit hard, questions. 

  • I will listen to you describe your current plan and objectives.

  • Together, we will determine the best solution to achieve your vision.

What's in It for You

  • Peace of mind

  • A unique solution

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