Who We Serve - Nadine Allen - Fort McMurray, Alberta

I work with a wide range of clients, individuals and families, those who are just starting out in the investment process and those who have worked for years and are now thinking about retirement.

I do this by developing tailored independent financial strategies aimed at wealth accumulation, tax efficient income and ultimately retirement planning. The approach my team and I take is to focus on you as an individual, with unique needs. It starts with getting to know you and your family to understand those unique goals.

Only then do I develop customized investment plans that may include a wide range of financial products. I utilize a mixture of mutual funds, ETFs, stocks and bonds. These products can be used in both non-registered and registered accounts such as RRSPs, LIRAs, LIFs, RRIFs, RESPs and TFSAs.

My practice is located in the Fort McMurray area; however, I work with families throughout Alberta and almost every province in Canada.

We've worked with clients from all backgrounds, and we understand the challenges you face and the values you want to protect.

BUSINESS OWNERS

You may be planning on retiring from your business and need sufficient income to maintain your standard of living for the rest of your life and provide ...

RETIREES

You've worked hard, saved diligently and invested responsibly your entire life. Such discipline and diligence shouldn't end just because you've ...

WOMEN INVESTORS

As more and more women find themselves living independently, running businesses and balancing families and careers, it only makes sense that they take charge of their financial well-being, ...

HEALTHCARE PROFESSIONALS

As a healthcare professional, you may face many of the same issues as other affluent professionals, but you have unique needs, too ...

CORPORATE EXECUTIVES

As a corporate executive, you have probably accumulated significant assets that are not immediately accessible, such as deferred compensation, restricted stock options, ...

Our Clients