Allan Green has been in the investment industry for over 25 years. In fact, you could say he has been involved in the industry for nearly 50 years, as he did his first investment transaction in 1972 at the age of 15, when he bought gold bullion bars at $36.00 an ounce and sold them the following year at a substantial profit.
Allan currently manages in excess of $370 million in personal and corporate client assets. His commitment to exceed industry educational requirements and standards – and his dedication to his clients – is reflected in his designation of Senior Investment Advisor, which in turn recognizes his long and distinguished track record of building his business through consistent, conservative investment advice.
Allan is dedicated to the process of individualizing his advice to each client – and your unique goals. In assessing your current investment strategy and financial needs, he first establishes your investment objectives, risk tolerance and investment time horizon. This ensures an investment strategy that fits your profile. From there, he suggests an appropriate investment mix that will ensure that your objectives and goals are met. This may result in a traditionally tailored portfolio or a managed investment portfolio. If you’re like many of Allan's clients who rely on fixed income to fund retirement, you’ll enjoy the benefits of his solid dividend yielding conservative portfolio strategies.
To compliment the value he provides as your Investment Advisor, Allan has access to a large group of professionals within RBC and the financial community to assist with your legal, insurance and estate needs.
