"Three months ago I embarked on a search to find a financial advisor who could help me gain control of my financial future. I had reached a point in my life where I could no longer delay getting my financial affairs in order. I knew that if I wanted to be okay, I needed a plan.
I am a financial services executive with over 20 years of experience in the Canadian retail and institutional market places, yet finding an advisor I could trust, who also shares my investment beliefs, was a challenge.
When I first met Alan, he did not attempt to impress me with his credentials. Instead, he made the whole meeting about me. He proceeded to ask me all the right questions in order to understand what my needs and goals were. Alan's ability to establish trust allowed me to feel comfortable opening up to him. As an investment professional, admitting that I needed help, that I had failed to carefully oversee my investments, was embarrassing.
Alan listened to my story without being judgmental, showed empathy and, more importantly, made it possible for me to take the first step towards reaching my goals. In Alan, I found an advisor who does not rely on what has worked in the past, an advisor who is a visionary and is adapting to a changing investment landscape. Alan incorporates alternative asset classes in his asset allocation model in order to achieve true diversification and reduce risk.
As a portfolio architect, Alan carefully constructs portfolios that can most reliably meet his clients' return objectives while being robust to the widest possible array of market scenarios.
Alan is in a class of his own - superior intellect, experience and integrity. I feel privileged to count on his advice.
With Alan as a partner, I know I will be okay."
- Josée Pelletier