David Allard

Background

About David Allard

We use a Navigator Process™ to keep business owners and retirees on track. This entails working with business owners to help them manage, grow and transition their personal and business wealth. More specifically, my days are spent meeting with clients and helping them navigate their business and financial plans as they transition through life. With over 2 decades in the financial industry, I am continuously striving to be the best in the business at keeping entrepreneurs and their families on track. My mission is to help people have a better retirement and I am committed to personal growth and being the best in the business at keeping clients on track. I am a member of the Financial Planning Standards Council, sit on the Financial Planning Research Foundation committee and am a Founding Member and Past President of the CFA Okanagan Society. Lastly, I created the PRE (Psychological Readiness Evaluation) and PAVE (Planning Awareness and Values Evaluation) Retire-Ability Score software to address the non-financial and financial planning gaps for our clients. Click below to get your score! On a personal note, sports is a passion. In the past hockey, triathlons and tennis have occupied my spare time. Today, it's family, cycling, water-skiing and yoga. Too injured for anything else.