ALAN MUNRO, FCA, CFP Senior Financial Advisor
Assante Capital Management
Alan is a Senior Financial Advisor with Assante Capital Management, one of Canada’s leading providers of integrated wealth management solutions.
He has been a successful financial coach to a number of families and businesses, specifically with investment, tax and estate planning strategies.
As a Fellow of Chartered Accountancy and a CFP professional, Alan provides his clients with expert and professional advice to help them realize their retirement dreams and aspirations.
He has both his securities and insurance licences. He also is a regular contributor to the ‘Ask the Expert’ section of the FPSC website.
In the community, Alan has been president of the Halton Peel Chartered Accountants Association and past president of the Mississauga Meadowvale Rotary Club
Alan graduated from the University of Western Ontario and obtained his Chartered Accountant designation in 1976, He has spent over 18 years in senior financial positions with various large Canadian corporations.
CFP®, CERTIFIED FINANCIAL PLANNER® and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planners Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.
are certification marks