Associate, Internal Sales, Intermediary Distribution
Allan is the Director, Intermediary Distribution for BMO Global Asset Management in Northern Alberta. Allan has been with BMO GAM for thirteen years and has consistently ranked among the top of his peer group. He specializes in building mutually beneficial relationships within the financial advisory community – communicating effectively with internal and external stakeholders to increase product awareness, knowledge, and significantly expand the sales breadth for BMO GAM within the territory of Edmonton & Northern Alberta by providing solutions-oriented support to investment professionals.
With over 30 years experience in the financial services industry, Allan has a history of adding value for advisors. He aims to proactively work with you to help with the successful management and growth of your practice.
Allan holds an MBA and a Bachelor of Commerce with Distinction from the University of Alberta
Low Cost ETF-based Mutual Funds, Unique Income Solutions, Best-in-Class Active Managers
Ft. BMO Global Income & Growth, BMO Global Innovators, BMO ARK Innovation Fund
Tools to help build resilient portfolios
Market updates and other strategic aids
Effective practice management tips and new industry trends
Please contact me to set up a meeting and I can present you with these value-add materials to benefit your practice.
* As compared to an investment that generates an equivalent amount of interest income.
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