08 Dec

40 Years and Counting

Honesty Box Part VII

This is it: the Honesty Box finale! We had so much fun making this series with Tristan Deggan. You can now watch it in full at allanfinancial.com/honesty-box.

Our final episode is a little different. Maybe it’s just that time of year when we indulge in a little nostalgia, but… 2026 will mark 40 years of Allan Financial! So Dan and Ross talk about where we came from and why we’re still doing what we do.

Lots of exciting things coming in our 40th year, and we’re excited to celebrate it with you all.

27 Nov

Leadership

Honesty Box Part VI

For our penultimate Honesty Box episode, Ross and Danielle talk about what the family business has taught them both about leadership (and answer one of our favourite questions of the series: “Who do you think gets taken more seriously?”).

Keep staying tuned for more honest answers!

Video by the talented Tristan Deggan.

07 Nov

Life Insurance as an Asset

Honesty Box Part V

“What kind of life insurance is best?”

Danielle and Ross are back at it again, answering the questions you’re too shy to ask… at least to their faces. This time they get into our very favourite topic: using life insurance as an asset to help you enjoy your Life!

Video by the talented Tristan Deggan.

01 Oct

Getting Life Insurance

Honest Box Part IV

And we’re back! With another installation of Honesty Box: answering the questions you’re too shy to ask… at least to their faces. This time, Ross and Danielle get real honest about getting life insurance. Stay tuned for more honest answers!

Video by the talented Tristan Deggan.

05 Aug

Estate Planning

Honesty Box Part III

We’re back again! In this instalment, Ross and Dan discuss estate planning and some things to consider about passing along assets to your kids.

Video by the talented Tristan Deggan.

15 Jul

Succession Planning

Honesty Box Part II

We’re back! This time, AF Founder Ross Allan (Logan Roy?) and President Danielle (Allan) Kanengoni (Shiv Roy??) talk Succession Planning.

09 Jun

Family Business

Honesty Box Part I

Answering the questions you’re too shy to ask… at least to their faces. Welcome to Honesty Box! Our new series with Founder Ross and President Dan.

Now that they’ve introduced themselves, we’ll get into the nitty gritty about family business, succession planning, life insurance, and much more. Stay tuned!