Director of Finance left no stone unturned

 "I met Alan in 2004 at another financial institution’s office when I worked in finance for a global marketing company. I lived alone and he recognized 
the need for me to protect my income and grow my assets to take care of myself in retirement. He streamlined everything I have into a 
comprehensive financial plan that includes living benefit insurance, a diverse portfolio of stocks, fixed income, and investment funds, TFSAs, RSPs, 
RIFs, a Tax, Will and Estate plan that includes a Charitable Gifting strategy. He has left no stone unturned and I sleep well at night knowing that everything is organized to look after me and my money. 

Rochelle G."

 

Appreciative CEO announces retirement

"Good Evening Don and Alan,

I have news to share that today I have decided to step into retirement effective April 30, 2021. 

I want to express my deep appreciation for the many years of excellent service that has been provided by both of you. I clearly recall in about March 2007 when Glorianne, our Chair at that time, let me know that a Mr. Don Stewart of RBC Dominion Securities looked after our investments. I also recall saying that I knew a Don Stewart who I had worked with at Ernst & Young and wondered if it might be the same person. And lo and behold it was. Such serendipitous good fortune.

Both of you were always there when we needed you, and Don, you can be very proud that Alan carried on your tradition of first-class service without a hitch.

In case you need me for any reason like golf, you know where to reach me.

Thank you both for looking after us so well. You are a great credit to your profession.

Keith

Keith B. Bowman, FCPA, FCA
Chief Executive Officer
The Public Accountants Council for the Province of Ontario
2 Bloor St. East Suite 2210, PO Box 022
Toronto, ON  M4W 1A8"