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For four decades now, Ross has been innovating in the interest of his clients
Speaking to your holistic financial picture
In an article about female leaders taking over family businesses.
Hint: it’s not just for the 1%!
The final step: accepting your offer. Congratulations! You now have life insurance. Welcome to the AF family!
Here’s where we make sure we’ve found the very best life insurance product for you
Once we’ve submitted an application to get you insured, it’s all in the details.
We’re breaking down the life insurance process, starting with the very first step: getting to know you.
Getting insured can be quite a process, but we’re with you every step! Here’s a quick overview of what you can expect.
Everybody’s gotta start somewhere!
Wishing you and yours a warm and happy holidays!
Talking about money can be daunting, but we’ve got your back!
We asked our community: What comes to mind when you think of financial planning?
We asked our community: If you were given $1,000,000 today, what would you do with it?
We asked our community: Growing up, what were you taught about money?
We asked our community: What do you wish your parent’s generation understood about you and your money?
We asked our community: What do you know about life insurance?
This is where we look at döstädning (Swedish death cleaning) along with all of your green end-of-life options.
Legacy is so often associated with putting our names on a building or leaving lots of money behind, but everyone leaves a legacy.
All the little details when a death occurs – hint, it’s more than just deciding “cremation or burial.”
How to ensure your wishes and values are known in case you are ever unable to speak for yourself.
Our first event covered the basics — wills, powers of attorney, and representation agreements — what they are and how they can help.
Thanks to our community, more than 3,000 women in over 35 countries have been empowered to grow their businesses, care for their families and invest in their communities.
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.
We were excited to finish off our series with financial planner Julia Chung, who workshopped how to set financial goals based on our own unique values and priorities.
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!
One of our favourite experts, Dave Sweeney, came back to help us understand how we should approach investing.
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.
No one wants to be in debt. We brought Liz Schieck back to discuss how to take control of your finances and pay down your debt in a realistic way.
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.
Marty Staniforth shared with us all the steps to take (and the ones to avoid!) when starting on the real estate journey.
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…
Elizabeth Mah took some of the frustration and confusion out of doing your taxes and planning your will.
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 talked about some of those alternative investment assets you told us you were interested in learning more about. Ross Allan even made an appearance!
Life is expensive! Whether you make $30,000 or $130,000 a year, it can feel like you’re constantly broke. Liz Schieck helped us reframe how we think about budgeting.
We have roots on Bowen Island, and every year participate in the annual end of summer festival “Bowfest”…
Dave Sweeney shared some wisdom with us from his career as an independent financial advisor.
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…
We kicked off our series by looking at the different ways to access financial advice.
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…
“The numbers don’t lie. Want a change agent? You’ll do well by hiring a woman.”…
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…
While we knew that raising funds for services for homeless youth would have an impact on them, we never imagined how this experience would be felt by our team…
Most of us have had to go through reinvention at some point in our lives, and while it is never an easy path, we always knew it was crucial for us to remaining relevant…
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?
As the end of the year approaches, some of you have been asking us about the new tax laws coming into effect in 2017 and what the implications could be for your current life insurance policies.
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…
We decided to share some stories from entrepreneurs requesting and receiving Kiva loans. This is where your loans go! Meet Gulnora…
The winds of change are blowing as we head into summer at Allan Financial! We’re thrilled to welcome to the team Katie Ezerins as our new Office Manager…
Several women at Allan Financial had the honour of participating in the Scotiabank/HollisWealth “Women in Wealth” conference in Toronto this month…
Rob Bancroft interviews PJ Wiese about marketing and building a community…
Rob Bancroft interviews Danielle Allan… about “old boys”, backing winners and business not as usual.
Rob Bancroft talks to Chriselle Kalaw… about fun with numbers, political family life and the logic of life…
Anyone who hasn’t yet hired a Millennial… is missing out!
We decided to start sharing some stories from entrepreneurs requesting and receiving Kiva loans. This is where your loans go! Meet Agnes…
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?
Rob Bancroft interviews Ross Allan about being disruptive, working with women and social responsibility…
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…
It’s back – another wild and crazy parent party to benefit the Bowen Island Children’s Centre…
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