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.
Aiman joined Financial Strategies Group in 2022 after graduating from Business Finance at NAIT. Her previous experience in corporate wealth management helped her take the reins on wealth planning, portfolio administration, and enhancing client relations.
Aiman is an avid horror movie fan, enjoys philosophical reads from around the world, and discovering new art techniques on her museum trips.