Building the future you want to achieve

Managing your money is just part of what Allain Wealth Management does for you.

Most people know in general what they want to achieve financially and perhaps what they can afford to invest to achieve it; few can fill in the details between the two.

Our team ensures all of your wealth management needs are met through financial planning, portfolio management, trust and estate planning, and insurance strategies. Simply put, we have the resources to help you achieve your financial goals.

 

 

Contact Us

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Our Team

Craig Allain

Vice-President & Portfolio Manager, Investment Advisor & Financial Planner CFP, CIM, FMA, FCSI

Erica Thorsteinson

Associate

Alen Ramic

Associate

Jacqueline Morgan

Assistant

Important notices