Identify, maintain and enhance your lifestyle throughout your lifetime without the fear of ever running out of money, no matter what happens. Have fun engaging with our interactive lifestyle planner and discover new opportunities, security, and peace of mind. It is rare to find a really good financial advisor and Allan Norman is a gem!
My husband retired two years ago and I was worried about our financial health. We asked Allan if he would review our financial situation and help us develop a financial plan. He replied to us quickly, saying yes, and he totally exceeded our expectations. We felt very comfortable with him right away and were impressed with his methodology, his attention to detail and his financial knowledge.
My husband retired two years ago and I was worried about our financial health. We asked Allan if he would review our financial situation and help us develop a financial plan. He replied to us quickly, saying yes, and he totally exceeded our expectations. We felt very comfortable with him right away and were impressed with his methodology, his attention to detail and his financial knowledge.
Services
Team
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Simon Ffrench is a 40 year resident of Simcoe County. He lives with his wife Caroline on 24 acres in Egbert. His two sons and one daughter have graduated university and college and are making their way in their own careers. One son is teaching, one son and daughter in law are running the family Certified Organic Vegetable Farm, Cookstown Greens.
Our Story and Approach
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We (Simon and Allan) first met at Sun Life about 25 years ago and discovered our shared interested in developing creative financial planning solutions. Our lifestyle planning hat: We will help you identify and model your current lifestyle. Think about your home(s), family, vacations, hobbies, vehicles, and career, etc. Do you want to make any changes?
In the News
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We're a regular contributor to MoneySense magazine. We were invited to the 2018 Federal budget lock-up and were published in Macleans Magazine. In 2016 we entered a National financial planning competition and placed 2nd over-all. What's right for you all comes back to the basics of accumulating wealth and building a portfolio.
Videos
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Not only are the videos below educational, but they also showcase the financial planning software we use. It is not uncommon for us to send a video summary of a plan to a client rather than a written financial plan. Have you ever read a financial plan? They're not all that easy to understand, video is a little more entertaining and it makes things easier to understand.
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