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Allan Grace, Cfp®, Clu®, Ris Email & Phone Number

Certified Financial Planner®, Financial Advisor, Life and Health Insurance Advisor at Desjardins Financial Security Investments Inc.
Location: Aurora, Ontario, Canada 6 work roles 4 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 100%

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Current company
Desjardins Financial Security Investments Inc.
Role
Certified Financial Planner®, Financial Advisor, Life and Health Insurance Advisor
Location
Aurora, Ontario, Canada
Company size
254 employees

Who is Allan Grace, Cfp®, Clu®, Ris? Overview

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Quick answer

Allan Grace, Cfp®, Clu®, Ris is listed as Certified Financial Planner®, Financial Advisor, Life and Health Insurance Advisor at Desjardins Financial Security Investments Inc., a company with 254 employees, based in Aurora, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Allan Grace, Cfp®, Clu®, Ris.

Allan Grace, Cfp®, Clu®, Ris previously worked as Compliance Officer at Desjardins Financial Security Investments Inc. and Mutual Funds Specialist at State Farm Insurance. Allan Grace, Cfp®, Clu®, Ris holds Officers, Partners & Directors (Opd) from The Investment Funds Institute Of Canada.

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Email format at Desjardins Financial Security Investments Inc.

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Desjardins Financial Security Investments Inc.

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Profile bio

About Allan Grace, Cfp®, Clu®, Ris

Allan Grace, Cfp®, Clu®, Ris is a Certified Financial Planner®, Financial Advisor, Life and Health Insurance Advisor at Desjardins Financial Security Investments Inc.. He possess expertise in mutual funds, life insurance, disability insurance, personal financial planning, retirement and 21 more skills.

Listed skills include Mutual Funds, Life Insurance, Disability Insurance, Personal Financial Planning, and 22 others.

Current workplace

Allan Grace, Cfp®, Clu®, Ris's current company

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Desjardins Financial Security Investments Inc.
Desjardins Financial Security Investments Inc.
Certified Financial Planner®, Financial Advisor, Life and Health Insurance Advisor
toronto, ontario, canada
Website
investdfsi.ca
Employees
254
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Company profile
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6 roles

Allan Grace, Cfp®, Clu®, Ris work experience

A career timeline built from the work history available for this profile.

Certified Financial Planner®, Financial Advisor, Life And Health Insurance Advisor

Current
Desjardins Financial Security Investments Inc.

Toronto, Ontario, Canada

333 First Commerce DriveAurora, ON L4G 8A4Office: 1-877-906-5551 I am licensed for Mutual Funds in the Provinces of Alberta, British Columbia, New Brunswick, Nova Scotia, Ontario and Quebec. I am also licensed for life and health insurance in the province of Ontario.* Mutual Funds are provided through Desjardins Financial Security Investments Inc..

Dec 2022 - Present

Acting Mutual Funds Supervisor

State Farm Insurance
Mar 2013 - Jun 2014
Team & coworkers

Colleagues at Desjardins Financial Security Investments Inc.

Other employees you can reach at investdfsi.ca. View company contacts for 254 employees →

VH Valentina Hernandez Valentina Hernandez Colleague at Desjardins Financial Security Investments Inc.Québec, Quebec, Canada, Canada View → JH Jeff H Barrett Cim® Fcsi® Jeff H Barrett Cim® Fcsi® Colleague at Desjardins Financial Security Investments Inc.Halifax, Nova Scotia, Canada, Canada View → NM Nicole Minquette Nicole Minquette Colleague at Desjardins Financial Security Investments Inc.Longueuil, Quebec, Canada, Canada View → MG Melissa Guay Melissa Guay Colleague at Desjardins Financial Security Investments Inc.Greater Winnipeg Metropolitan Area, Canada View → NM Neilay Modi Neilay Modi Colleague at Desjardins Financial Security Investments Inc.Greater Toronto Area, Canada, Canada View → DM Dan Matwey Dan Matwey Colleague at Desjardins Financial Security Investments Inc.Guelph, Ontario, Canada, Canada View → DW Deborah Williams, Mba, Cfp® Deborah Williams, Mba, Cfp® Colleague at Desjardins Financial Security Investments Inc.Greater Toronto Area, Canada, Canada View → CS Catherine Sicotte Dumoulin Catherine Sicotte Dumoulin Colleague at Desjardins Financial Security Investments Inc.Laval, Quebec, Canada, Canada View → RV Rachel Vaughan Rachel Vaughan Colleague at Desjardins Financial Security Investments Inc.Hamilton, Ontario, Canada, Canada View → EV Eric Vaugeois Eric Vaugeois Colleague at Desjardins Financial Security Investments Inc.Trois-Rivières, Quebec, Canada, Canada View →
4 education records

Allan Grace, Cfp®, Clu®, Ris education

Officers, Partners & Directors (Opd)

The Investment Funds Institute Of Canada

Branch Managers' Examination Course

The Investment Funds Institute Of Canada

Canadian Investment Funds Course

The Investment Funds Institute Of Canada
FAQ

Frequently asked questions about Allan Grace, Cfp®, Clu®, Ris

Quick answers generated from the profile data available on this page.

What company does Allan Grace, Cfp®, Clu®, Ris work for?

Allan Grace, Cfp®, Clu®, Ris works for Desjardins Financial Security Investments Inc..

What is Allan Grace, Cfp®, Clu®, Ris's role at Desjardins Financial Security Investments Inc.?

Allan Grace, Cfp®, Clu®, Ris is listed as Certified Financial Planner®, Financial Advisor, Life and Health Insurance Advisor at Desjardins Financial Security Investments Inc..

Where is Allan Grace, Cfp®, Clu®, Ris based?

Allan Grace, Cfp®, Clu®, Ris is based in Aurora, Ontario, Canada while working with Desjardins Financial Security Investments Inc..

What companies has Allan Grace, Cfp®, Clu®, Ris worked for?

Allan Grace, Cfp®, Clu®, Ris has worked for Desjardins Financial Security Investments Inc. and State Farm Insurance.

Who are Allan Grace, Cfp®, Clu®, Ris's colleagues at Desjardins Financial Security Investments Inc.?

Allan Grace, Cfp®, Clu®, Ris's colleagues at Desjardins Financial Security Investments Inc. include Valentina Hernandez, Jeff H Barrett Cim® Fcsi®, Nicole Minquette, Melissa Guay, and Neilay Modi.

How can I contact Allan Grace, Cfp®, Clu®, Ris?

You can use AeroLeads to view verified contact signals for Allan Grace, Cfp®, Clu®, Ris at Desjardins Financial Security Investments Inc., including work email, phone, and LinkedIn data when available.

What schools did Allan Grace, Cfp®, Clu®, Ris attend?

Allan Grace, Cfp®, Clu®, Ris holds Officers, Partners & Directors (Opd) from The Investment Funds Institute Of Canada.

What skills is Allan Grace, Cfp®, Clu®, Ris known for?

Allan Grace, Cfp®, Clu®, Ris is listed with skills including Mutual Funds, Life Insurance, Disability Insurance, Personal Financial Planning, Retirement, Estate Planning, Retirement Planning, and Credit Unions.

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