Craig Allain, CFP®, CIM, FMA, FCSI

Vice-President & Portfolio Manager, Investment Advisor & Financial Planner

519-747-0129 | Email me

Craig works with clients to create personalized financial plans. Once the plans are in place, he oversees and executes the portfolio strategy.

As a Certified Financial Planner with 20+ years in the industry, Craig has the ability, experience and skill to execute on all of your financial planning needs.  In addition, as a Portfolio Manager, Craig makes the execution of your portfolio strategy simple and seamless.

By understanding, prioritizing, and connecting goals together, Craig provides a holistic plan that has real meaning and resonates with clients thereby directly increasing the likelihood of sticking with the plan and ultimately ensuring that their goals become reality.

Craig resides in Waterloo with his wife Giulia, 2 daughters Bianca and Nicola, and their zoo of pets consisting of Charlie the Jack Russell, Lily the Yorkie, Lily the cat, and Ollie and Pippa the hamsters. 

Erica Thorsteinson, PFP, CIM

Associate & Financial Planner

519-747-4928 | Email me

Erica keeps the operational side of the team running smoothly to stay one step ahead of client needs. She is also the team contact for legal questions, retirement planning, tax inquiries, estate matters and the financial management of client accounts.

Erica is dedicated to client service excellence and brings a daily dose of her own brand of humour to the team. She has worked in the financial industry for more than 20 years and is the senior Associate at Allain Wealth Management.

She earned her Honours Bachelor of Arts from the University of Toronto in Criminology and History and holds both the Canadian Securities Institute Chartered Investment Manager and Financial Management Advisor designations.

Outside of the office she is a regular power walker, art house cinema lover, gym rat, tennis player and avid traveler who has visited more than 40 countries.

Alen Ramic

Associate Wealth Advisor

519-747-1589 | Email me

Alen creates financial projections for clients that offer them a prioritized view of their financial goals. He is also responsible for the implementation, maintenance and rebalancing of our discretionary portfolios.

Alen joined our team with experience working for a major financial services company where he helped create comprehensive financial plans for clients. He is a fully licensed investment associate, having successfully completed the educational requirements to enhance his suite of services to you.

In his spare time, Alen can be seen honing his musical talents on his candy cane red Fender Stratocaster.

Jacqueline Morgan

Administrative Assistant

519-747-1651 | Email me

Jackie is the cheerful voice who answers the majority of the incoming calls.  She works closely with Craig, Erica, and Alen to provide support for managing client enquiries. 

Jackie handles the team’s schedule and is your point of contact when booking reviews.  She manages all documentation for new and existing clients ensuring paperwork is completed in a timely and accurate manner.

Outside of the office Jackie enjoys playing volleyball and spending time with her husband and six children.