Take Control of Your Money

"I can’t say enough good about Allan and how much he has helped our family financially. The educational approach he takes not only provides so much information but helps you understand it yourself. We have learned a lot in the short time that he has been working with us, and look forward to learning more in the future. We feel much more comfortable with the direction we are going financially since working together. Allan is the first person I’d recommend to anyone."

"My husband and I lived for 20+ years pay cheque to pay cheque and had collected a lot of debt. We had no savings and no retirement plans. Since meeting Allan in 2020, all of that has changed. He has helped us make decisions unique to us to help manage our day to day financial decisions and we now feel hopeful for our future. Allan is compassionate, knowledgeable and professional!"

"I have been working with Allan for a few years. When I began my financial planning journey, Allan was very patient and resourceful when it came to educating me on how to obtain my financial goals. He worked around my schedule to ensure we had follow up meetings to keep the plans on track for success. I have referred many friends and family members to Allan, who are also very happy with his extensive knowledge of the industry and his devotion to making their financial plans come to life."

"Allan utilizes an educational approach to finances so I have full and complete knowledge of where my money is going, and what coverages I am receiving. He explains complex subjects in a way that I had confidence in the decisions I was making from the first time I sat down with him. He's an amazing one-stop shop for any and all of my finance-related questions, concerns, or ideas."

"Allan was great to deal with. He was very knowledgeable and explained everything so well. Super friendly and easy to talk to. Highly recommend."

"My husband and I recently attained the services of Mr. McDonald in his capacity as financial advisor.  He has been so professional and has done such a good job in making sure we are invested properly.  Mr. McDonald has helped us to understand how to manage our retirement and continues to make sure we are receiving the best service possible.  He really is interested in seeing us be financially secure and we are grateful for his services.  We have recommended him to our family and close friends and we know he has provided them with the same great, professional and knowledgeable service.  We are looking forward to working with Mr. McDonald for years to come."

"We have been absolutely delighted with Allan's services. It is really refreshing to work with a financial adviser who is truly interested in their client's needs, circumstances and preferences. We feel very confident in our investments for the future as well as our children's, all thanks to him! Allan shows true passion, knowledge, professionalism and we would highly recommend him to anyone wanting to achieve better financial outcomes."