Licensed in ON and AB
How I Help Business Owners
As a business owner, your financial challenges
are as unique as you are.
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When my clients start working with me there are lots of questions.
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Is it too late (or too soon?) to start working with a financial planner?
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How much money do you need to work with a financial planner?
I’ve seen the results when you do (and don’t) plan for the realities of being a business owner.
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But I’ve also seen that if you have a clear plan.....
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You live a life by design, not by default.
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However, for many business owners, their income depends on how much time they can put into their business.
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Between the time and energy your responsibilities demand, trying to figure out a plan on your own can seem overwhelming.
We help you turn your business into an asset that frees your time.
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Whether you want to grow your business further, optimize it for selling someday, or just have the time to go golfing on Friday.....
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The choice is yours.
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It’s never too soon - and never too late - to have a plan.
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Whether you want to work for another year or the next twenty, I’ll help you bring out your business's full potential so that the choice is yours… by design.
I use proven strategies to help you bring your financial future into focus so you can build your life and business by design, not by default.
From start-up to retirement, every strategy is designed to bring your financial vision into focus - supporting the growth of your business, securing your future, and helping you create the work-life balance you deserve. You’ve invested time, energy, and made meaningful sacrifices to build a life of fulfillment and financial security for those you care about . I’m here to help turn that vision into reality.
I’m Kristi Allan, CFP and CLU. I’ve been a financial planner since 2011. In 2018 when the tax rules in Canada changed and made things more complex for business owners, I began specializing in corporate wealth management strategies.
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I’m a business owner, and my son is following in those footsteps. He’s currently attending the University of Houston College of Optometry and plans to open his own practice soon. Let me tell you… that will take a lot of financial planning (any OD can relate!).
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I believe that success shouldn’t be reserved for the few who happen to know the right people or stumble upon the right strategy. With the right guidance, planning, and a bit of focus, success is something everyone deserves access to - and I’m here to help make that happen.
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