Our Team

Phone: 403-777-1600

Allan Karpyshyn has been in the financial services industry for almost 30 years. He started in the life insurance industry where he attained the Chartered Life Underwriters (CLU®) designation and served as the investment specialist for a major insurance company. He then proceeded to advance his career in the financial services industry when he started his own wealth management/financial planning practice and completed the CERTIFIED FINANCIAL PLANNER designation and the Chartered Financial Analyst (CFA) designation, Allan holds a BA in Economics from the University of Calgary, and stays current in all aspects of wealth management, financial planning, retirement planning and estate planning.

As a CERTIIFIED FINANCIAL PLANNER professional, he can evaluate your portfolio objectives and provide you with comprehensive wealth management solutions to help you attain your financial goals and live your dreams. He provides written comprehensive financial plans specializing in investment planning/evaluations, retirement planning, and estate planning and tax minimization strategies.

He brings extensive knowledge in dealing with professionals and can outline the potential benefits of incorporation, including income splitting, family trusts, holding companies, individual pension plans, and employee profit sharing plans.

Insurance products offered through Allan Karpyshyn.