Our Team

We Work Together and We Work for You

Meet our team of all-stars (in our humble and unbiased opinion)

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Danielle (Allan) Kanengoni

President
Insurance Advisor, CFP, CLU

Leading as a young woman in an old-school industry isn’t easy, but Dan sees it as an opportunity to do things differently. She’s always spearheaded progress, whether cutting our carbon footprint or founding social ventures like the Kiva Project. As president, she’s determined toward an inclusive, sustainable future for the industry.

As a Certified Financial Planner, Danielle understands your holistic financial picture and how life insurance can help achieve your goals.

See her in action by clicking the video button on the left.

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Ross Allan

Founder & Director of Sales
Insurance Advisor

A true insurance specialist, Ross is the original Allan in Allan Financial. For over 40 years, he’s been innovating to create the best offering for his clients.

He’s known for his creativity, commitment to community, support of his team, and of course his sense of humour. If you think life insurance is boring… you haven’t met Ross.

See him in action by clicking the video button on the left.

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Holly Graff

Managing Director

Holly is a collaborative leader who can galvanize business and grassroots community like no other. Often working behind the scenes (don’t let this fool you!), she manages our team and shapes our company strategy and communications.

Holl has thrived in multiple careers across several industries. Her holistic mindset and diverse range of skills are valuable assets to the team.

See her in action by clicking the video button above.

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Chriselle Kalaw

Director Of Insurance Design
Insurance Advisor

Chriselle lights up over numbers and makes insurance design look like art. Her market knowledge and rich understanding of product, tax, and trends keep things cutting edge.

CK is part of a new generation of international, tech-smart women bringing fresh and strong ideas to the industry.

See her in action by clicking the video button on the left.

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Hardeep Arreaga

Director Of Underwriting

Hardeep’s empathy and professionalism have been at the heart of over 15 years of success on our team. She is a deep listener and clear communicator, keeping close and confidential with clients, medical offices, advisors, and underwriters.

Deeps keeps the underwriting of our clients’ policies moving forward, befriending anyone in her path with her killer smile.

See her in action by clicking the video button on the left.

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Katie Erickson

Account Manager

Katie’s transition to the account manager role is a natural fit as she’s been a compass for clients and advisors for years. Her affinity for detail and peaceful demeanour make her a strong and grounding presence.

Katie knows how to dance in the moment you can count on her to ensure everything’s in the right place at the right time.

See her in action by clicking the video button on the left.

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Jill Sharpe

Client Service Specialist

Jill is a total team player, always keen to tackle whatever it takes to get the job done. She keeps our clients at the forefront while navigating the complexities of our internal process.

With her organizational and communication skills, you can rest assured that Jill’s got you covered and will keep you in the loop.

See her in action by clicking the video button on the left.