News & Videos
Meet Casey and Rich, a couple who have created a plan for retirement and are building an investment inside their life insurance policy.
Kiva just turned 15 and featured the AF Kiva Project as one of their stories of impact from around the world!
If you haven’t met her yet, Jessie is the first friendly face you’ll see when you walk in to AF. We can’t wait for you to meet!
A number of our core values are being put to good use at this time – leading with heart, being thoughtfully driven to do more, and stretching to change.
It’ll be a close call, but with your help, we can celebrate loaning one million dollars through Kiva in 2020.
This month, Kiva celebrated hitting 1 billion dollars in micro-loans to women across the Global South. And we at AF are celebrating that over $800,000 of that billion was lent by our community!
What do you get when you combine a parade, with a field of free range kids and dogs, live music and a beer garden? Bowfest!
We are thrilled to announce that Rachel Rogers is a Licensed Life Insurance broker at Allan Financial.
This month the AF team has been gearing up to participate in the annual Motionball of Sport tournament on June 1st, which raises funds and awareness for Special Olympics Canada.
We continue to grow and change here.
You’d never guess what one of our clients is now able to buy because of the investment aspect of her policy..
International Women’s Day feels different this year to me than it has before…
When we partnered with Kiva 3 years ago, our initial goal was to create $250,000 in small loans to women around the world. We never imagined what was possible …
Wishing you all a very Merry Christmas and a Happy New Year!
It may seem counterintuitive to say that giving away money can make smart financial sense, but we’ve found that to be exactly the case…
We have roots on Bowen Island, and every year participate in the annual end of summer festival “Bowfest”…
Together we’ve raised $612,245 in small business loans! Hear the story of how 23-year-old Rwandan, Jean Bosco, used a Kiva loan to start his own biofuel business…
It’s hard starting out today, especially in the Lower Mainland, but having good people in your corner is key…
The Future of Allan Financial is Bright. An interview with Ross & Danielle in the Globe & Mail…
Ensuring our clients feel comfortable and safe in every growth phase of their life is what it’s all about for us…
There are certain questions we hear a lot when folks are interested in life insurance…
We love hearing about the dreams and goals that we’ve enabled our clients to reach…
It’s a throwback to last year when Ross, Danielle, and Chriselle were on the cover of our industry publication!
You’d never guess what one of our clients is now able to buy because of the investment aspect of her policy..
Together we’ve raised $567,621! Thanks so much to all of our generous lenders…
For any team, giving should be a shared value. One that shakes things up, injects passion and purpose into our workplace and transforms our understanding…
Life Insurance can feel scary so the last thing you might expect to see are our clients having a blast.
On November 16th Ross will be sleeping outside on the cold Vancouver pavement…
Many thanks to Elizabeth Mah of Paperclip Law who presented at our Happy Friday event about upcoming changes in the law and how that may affect small businesses.
Recently, I was recognized by my alma mater, Island Pacific School, for my work on the Allan Financial Kiva Project…
The real estate surge in Vancouver continues to push families to purchase their homes, condos and even live/work spaces in surrounding communities in Squamish, Bowen Island, and the Sunshine Coast…
While Allan Financial has been in business since 1984, we owe much of our longevity to not only all of our amazing clients who have stayed with us since the very beginning but equally to our responsiveness to change.
We’re pretty pleased, and honestly, a bit amazed, to have such a high profile feature. We hope you enjoy seeing a bit of a behind-the-scenes view of Allan Financial…
Why would some of our millennial staff sleep out on the streets of Vancouver with just a sleeping bag and piece of cardboard?
At the end of last year, we made a strategic decision to become a more independent life insurance advisory firm. Hear what this means for you as our client.
The 2010 Haiti earthquake destroyed Sandra’s shop, but thanks to a $8,000 loan…
Let’s face it. When she leaves a room the question lingering is …who is that woman? What’s her deal?
We were thrilled when last week in Toronto at the 2016 Wealth Professional Awards we received the Best Practice Individual Office award. It was great – a big fancy award show and ceremony with all the attendant bells and whistles. And we won!
A couple of years ago, when we first announced that we were partnering with Kiva, we never could have imagined the outcome…
We were fortunate to have one of our long term relationships – 25 years with Canada Life Insurance – highlight us in this video for their network.
A familiar face for you Bowen Islanders, Megan joins our team after earning her Masters degree in behavioural neuroscience and ecology…
Buying life insurance is often the last thing on everyone’s to do list…
Social Media, returning texts for appointments, a paperless office, Salesforce on mobile devices…we’ve made bold changes at Allan Financial…
We raise a glass to two new team members that have arrived to champion analysis and client care…
With life insurance, business is personal. The disclosure process shines light into all corners of our lives…
Sometimes Canadians in other parts of the country don’t get Vancouverites…
We’ve been lucky to serve many families for, believe it or not, decades…
In his Scottish best, Ross Allan gives some colour-commentary on the state of the insurance game today…
Ross Allan impersonates his friends, neighbours and clients… can you spot yourself?
In this wee clip, Mr. Allan pays a bonny tribute to a few leaders in our HollisWealth community…
This is a silly reveal of “Team Latina,” one of four staff teams competing to enlist clients to make micro-loans as a part of the Allan Financial Kiva Project…
Rachel Denroche and Chriselle Kalaw are “Team Asian Sensation,” one of four staff teams competing to enlist clients to make micro-loans as a part of the Allan Financial Kiva Project…
Hardeep Arreaga and Kal Sangha champion “Team Dynamic Duo” (now technically a trio with the addition of Don Anderson!), one of four staff teams competing to enlist clients to make micro-loans as a part of the Allan Financial Kiva Project…
“Team Jambo Squad” is a father/daughter full court press, one of four staff teams competing to engage clients to make micro-loans as a part of the Allan Financial Kiva Project…
Confusion, misconceptions, and fear are strong barriers keeping consumers from learning more about the benefits of life insurance…
Ross Allan looks at two versions of “Joe Canadian:” Joe Senior and Joe Junior…
Even our videos have been affected by the real estate boom in Vancouver…
Ross Allan speaks gently about his life’s work and passion to support others with heart and expertise…