CIM, MBS, CFP
After joining Nicola Wealth in 2013 as a Portfolio Trader, Alan moved into the role of an advisor on the Nicola Wealth Planning Team.
Prior to joining Nicola Wealth, Alan worked in the corporate trust department of a worldwide banking and financial services holding company.
Alan genuinely enjoys getting to know his clients and prides himself on the level of service he provides as he refines his integrated planning expertise.
Initially earning a Masters of Business Studies (MBS), Alan has also secured the CIM and CFP designation. He is also a member of Advocis and has earned the Life License Qualification Program (LLQP) certification.
Growing up in Ireland, Alan is known around the office for his friendly accent but few would know that he was actually born in Australia. Outside of the office, this passionate rugby fan can be found taking in a match, spending time with his family or hiking with his wife and dog.
Question & Answers
Pretty much any BC Pinot Gris.
Wise words my father taught me:
Get up early and get your work done, then you can do whatever you like!
What is your favorite website to waste time on?
What is your favourite Canadian City other than Vancouver?
I love Jasper
Buy a farm and breed thoroughbred horses.