Member

Allan Norman

Atlantis Financial Inc.

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Allan Norman

Member Bio

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Specializations

Corporate Financial Planning
Corporate Insurance Planning
Corporate Tax Planning
Estate Planning
Financial Planning
Insurance Planning
Investment Management
Portfolio Management
Retirement Income Planning

Designation(s)

CFP (Canada)
CIM

Compensation Models

Fee based (AUM)
Fee Only - Flat Fee/Project Based
Insurance Commission

Professional Associations

No items found.

Education

Masters Degree

Assets Under Management

Practice Size

2 to 5

Investment License

Provinces Licensed (Investment)

Alberta
British Columbia
New Brunswick
Nova Scotia
Ontario
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