6271 Andrews Loop SW, #210, Edmonton, AB T6W 3G9View on Map »
Allan has been in the life insurance and financial planning business since 1986. His financial planning practice revolves around a long-term focus on client wealth accumulation and estate preservation, supported by strong service and client relationships.
Born and raised in the Edmonton area, he has been happily married for over 30 years to his wife, Beth. They have three children. He spends his leisure time following the Oilers and taking long walks with his Wheaton Terrier, Teddy.
After graduating with a BSc from the University of Western Ontario in 2015, Donovan joined Financial Strategies Group in 2016. He is currently training to complete his Life License certification, as he pursues a career in Financial Advising.
Donovan enjoys cross country running and road racing, playing hockey and cheering on McDavid and the Oilers in their chase for an impending Stanley Cup Championship.
He is also continually adding to his world traveller’s resume and has most recently visited New Zealand, Australia, Singapore, Indonesia and Thailand.
Roseanna joined Financial Strategies Group in 2018 and provides administrative support to all facets of the business.
Roseanna is originally from Toronto and has been a resident of Edmonton for 16 years. She brings many years of experience as an Administrative assistant.
Roseanna enjoys travelling, cycling and spending time with her family and friends.
Yanna comes from a background in banking both Retail and Wealth Management, where she managed high net worth households as an Associate. She is licensed as a Registered Representative through IIROC and enjoys building client relationships through a foundation of trust and friendly customer service.
Originally born in Belarus, Yanna has now been in Edmonton for 21 years where she recently married her college sweetheart and welcomed a golden retriever puppy into her family. She spends her free time with her family and friends outdoors and enjoying the sun.
Aligned Capital Partners Inc. ("ACPI") is a full-service investment dealer and a member of the Canadian Investor Protection Fund ("CIPF") and the Canadian Investment Regulatory Organization ("CIRO"). Investment services are provided through Financial Strategies Group Wealth Management, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Financial Strategies Group Wealth Management and covered by the CIPF. Financial planning and insurance services are provided through Financial Strategies Group. Financial Strategies Group is an independent company separate and distinct from ACPI/Financial Strategies Group Wealth Management.
