Allan knew at a young age that he wanted to be a wealth advisor. For one thing, he excelled in math and loved to study things like economics and capital markets. But more importantly, with two business owner parents, he recognized that a person’s financial health impacts nearly every aspect of their life. If he could build a local team of professionals – ones with the expertise, determination, and compassion for the job – he could provide significant, lasting comfort to the people of PEI.
And that is what Allan set out to do. Graduating from UPEI with a Bachelor of Business Administration, and recruiting many of the team members he still has the pleasure of working with to this day, Allan founded The Morse Team in 1993.
Allan’s vision quickly came to life and, 14 years later, he was approached by RBC Dominion Securities to bring his team to our firm. It was an important decision, but simple enough. “If my clients are paying a firm, it’s my responsibility to get them the best value. Moving from my old firm to this one was like upgrading my clients from a medium toolbox to a deluxe extra-large one.” Now, Allan’s investment and money management are backed by an accredited team of market analysts and some of the best money managers across the globe. And, he combines the leading estate, business, retirement, tax and insurance planning expertise of his RBC partners into one efficient wealth strategy that is unique to every client.
Allan couldn’t be prouder of the team members he now calls his best friends, and the success they’ve had in enhancing the quality of life of every client who has walked through his door. Their shared role, as Allan sees it, is to “be a wealth management family for every lifelong client we serve, and help them achieve their every financial goal.”
Outside of the office, Allan focuses his time on family and health as much as he can. He is a supporter and past chair of the QEH Hospital Foundation, past member of the UPEI School of Business Advisory Board, and past board member of a local food bank. He and his wife, Ellen, are the proud parents of Jack and Charlie.
