William D. Allan, BBA, CLU, CH.F.C.

Chartered Financial Consultant

William (Bill) Allan brings over 43 years of experience in the Financial Services Industry. He has held sales and management positions with major insurance companies. Bill holds a number of financial industry designations, Chartered Life Underwriter (CLU) and Chartered Financial Consultant. Bill provides services to individuals in the areas of financial, retirement and estate planning and to the business owner or self employed: business preservation and benefit consulting.

Bill is a lifetime resident of Saint John, and is active in the community on various boards.

Bill is a registered mutual fund representative with Excel Private Wealth.