we are dedicated to providing you with practical solutions to your unique needs. Our team of advisors will work with you to help you get a clear picture of where you are now
and where you would like to be in the future.
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Alan MacKenzie
Member since
Jul 24th 2012
Last online
N/A
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I?ve been in the financial services industry for the past 21 years. Besides helping families protect their interests and reach their financial goals, I enjoy working with our corporate and small business clients to help them meet their insurance and investment needs. It?s key for me is to listen to clients, understand their needs, and provide them with professional, trustworthy advice.
Regardless of where you are in your career path ? just starting out, in mid-life, or nearing or in retirement ? I?m confident that together with my associate Greg, we can help you achieve lifetime financial security.