He's known for his creativity, commitment to community, support of his team, and of course his sense of humour. A second-generation business leader, Danielle's technical grit and hard-earned financial acumen drive the family business forward. Dan pushes for positive change, whether it's advocating for young women in this old-school industry, decreasing the company's carbon footprint, or founding social ventures like the Kiva Project.
She is the embodiment of process with heart. Holly is a collaborative leader who can galvanize business and grassroots community like no other. Often working behind the scenes (don't let this fool you!), she manages our team and shapes our company strategy and communications. Chriselle lights up over numbers and makes insurance design look like art.
She is the embodiment of process with heart. Holly is a collaborative leader who can galvanize business and grassroots community like no other. Often working behind the scenes (don't let this fool you!), she manages our team and shapes our company strategy and communications. Chriselle lights up over numbers and makes insurance design look like art.
Services
Life insurance is meant to replace your monetary "value" to your loved ones or your business once you're gone. If you have a mortgage, income that would need to be replaced, or taxes that would need to be paid, it can offer a solution. The industry rule of thumb is to have enough life insurance to cover all your debts plus fifteen years of income.
Payments (your policy "premiums") are a fixed amount that you can choose to pay monthly, quarterly, or annually. The premium usually increases exponentially after 10 or 20 years, making it more expensive in the long run. There's an investment account inside the policy where your money grows (often tax exempt).
First, we put together an estimate of the cost and amount of insurance you'll need. This is based on your age, gender, smoking status, income, net worth (anything you own minus anything you owe), and which life insurance company has the best product for you at this time. The life insurance companies want to know all about you - where you work, how much you make, your family medical history, what you smoke.
Here's what some of our clients have to say about how Allan Financial has helped them enjoy their lives. We partner with financial advisors looking for customized life insurance solutions for their clients. Our expertise allows you to focus on your clients' holistic financial picture. In 2017 we set up an endowed fund with the Bowen Island Community Foundation.
Reviews (6)
Casey Miller
Jan 25, 2018
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Christine LaLiberte
Jan 16, 2018
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Bcc Board Group
Dec 03, 2017
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Allan Financial has been supporting Bowen Children's Centre for many years - they support the Gail Taylor Bursary Fund - a fund that gives children a head start if families cannot afford tuition and our community initiated financial workshops on various topics to help families understand insurance, investing, budgeting and financial planning. Working with the Allan Financial team is always a pleasure - honest and open communication, caring and knowledgeable staff - it feels like coming home.
Ann Silberman, Executive Director, Bowen Children's Centre
Ann Silberman, Executive Director, Bowen Children's Centre
Meralon Shandler
Nov 26, 2017
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I’ve known the team at Allan Financial for a couple of years, and every single interaction with everyone has been overwhelmingly positive and caring. It feels great to come into their office, which isn’t what you’d expect from an insurance company. They make everyone feel like they’re part of their team. Awesome people!
David Sweeney
Sep 27, 2017
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For 10 years I have enjoyed a profitable relationship with Allan Financial. The tailor made solutions for my clients insurance needs has been very simple to put in place with the top shelf service that they provide.
They are an integral part of my business.
David Sweeney, CIM, CFP
Sweeney Bride Strategic Wealth Advisory
They are an integral part of my business.
David Sweeney, CIM, CFP
Sweeney Bride Strategic Wealth Advisory
Mick Kelly
Aug 22, 2016
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I have been a client for several years and watched the business grow and prosper. A great family business with very competent staff and great service culture. Have a super "hedgehog" strategy....focusing only on what they are good at ....and constantly evolving with client and market changes. Highly recommend!
