Dan Allen, CFP, MFA, EPCSenior Financial Advisor, Manulife Securities IncorporatedAfter 25 years helping business owners and leading people at a major Canadian bank, I became an independent financial adviser in 2003, licensed through Manulife Securities Incorporated. Because of my formal training and experience, I help business owners and professionals integrate their corporate and personal resources to create retirement income plans that build wealth, save taxes and protect the financial security of their families and their businesses. Through my Master Financial Advisor (MFA) accreditation, I specialize in advanced, tax advantaged financial and retirement income planning as well as putting appropriate safeguards in place to protect the plan. The key to client success is implementation of their financial plan and monitoring their ongoing progress.Specialties: Enhancing retirement plans for business owners and professionals by taking advantage of investment, insurance and tax opportunities personally and through their corporations.Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated.
Listed skills include Retirement Planning, Wealth Management, Investments, Life Insurance, and 22 others.
