Our Team
Allison Blackshaw, Investment Funds Advisor
Allison has been delivering exceptional client service in the financial services industry for 25 years. With an emphasis on helping investors invest responsibly in the pursuit of their financial goals, Allison takes the time to thoroughly understand what is meaningful to you. She creates solutions and helps you manage your wealth in a way that reflects your unique values and helps you achieve your life’s vision. Allison enjoys running, hiking, camping and cycling.
Martin Anderson, Investment Funds Advisor
Martin has been a financial advisor since 1991. Since that time, he has helped many families and individuals to build, protect and spend their wealth. Using a process developed over years of planning for his clients, Martin will help you prioritize your objectives and then develop a plan for achieving them. For 23 years, Martin was also an officer in the Canadian Armed Forces Reserves with two tours in Afghanistan. He Commanded the 4th Battalion of the Royal Canadian Regiment from 2015 to 2018. Martin enjoys running, hiking, camping, fishing and cycling.
Our Process
Allison and Martin will meet with you to determine the resources you have available to you and the goals and objectives you have. They will then build a plan to help you achieve these goals and objectives. Using a process they have developed over the past number of years they will recommend a series of actions for you to take to achieve your goals. Finally they will remain connected to you over time to ensure they are reviewing your situation to make any adjustments due to changing circumstances.