Allan has been in the financial services field since 1991. He enjoys the challenge of designing individualized solutions to help each of his clients meet their financial objectives. He has led seminars on retirement and investment planning, and is often quoted in the financial media and has appeared on television discussing specific retirement issues.
As your certified financial planner, Allan never forgets whose money he’s working with. His main goal is to help you enjoy your life more by worrying about your money less. With his expertise in retirement planning, income planning, estate planning, and portfolio design, Allan has the tools to create a custom plan that works – and that you’ll be comfortable with.
Allan is dedicated to providing you with:
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• A lifetime partnership for your financial needs
• Independent advice and solutions tailored to your personal retirement needs
• Peace of mind, knowing an experienced professional is looking after your investments
• Regular communications to ensure you’re on track to meeting your financial goals |
Allan Kalin, CFP®
100 - 7050 Woodbine Ave. Markham, Ontario L3R 4G8
Direct Line: 905.413.7706
Main: 416.498.6181 or 905.413.7700
Toll-free: 1.800.263.0120
akalin@pbfinancial.com
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