Kate Allan, Portfolio Manager
Kate is a Portfolio Manager at Retire First and also works as the associate to Doug Allan to assist his 
clients. She graduated from the Alberta MBA program specializing in Finance in the Spring of 2011. Her MBA program also had a strong focus on family business issues. Previous to her MBA, she received a Bachelors of Commerce with Distinction from the University of Alberta and has completed the CIM program. She is also a licensed life insurance agent in the province of Alberta.
Kate is excited to help her clients reach their future financial goals by offering the services that set Retire First apart from their competition; technical expertise, excellent customer service and a broad range of investment products.
Kate is the proud mom to three children with her husband Adam and they enjoy spending time skiing, biking and boating as a family. Kate also enjoys spending her time volunteering with groups such as the Crohn’s and Colitis Foundation of Canada.
Kate Allan
Phone: 403-309-2541
Email: [email protected]
Search this broker on IIROC’s AdvisorReport
Kate Allan
Portfolio Manager
Kate is a Portfolio Manager at Retire First and also works as the associate to Doug Allan to assist his clients. She graduated from the Alberta MBA program specializing in Finance in the Spring of 2011. Her MBA program also had a strong focus on family business issues. Previous to her MBA, she received a Bachelors of Commerce with Distinction from the University of Alberta and has completed the CIM program. She is also a licensed life insurance agent in the province of Alberta.
Kate is excited to help her clients reach their future financial goals by offering the services that set Retire First apart from their competition; technical expertise, excellent customer service and a broad range of investment products.
Kate is the proud mom to two children with her husband Adam and they enjoy spending time skiing, biking and boating as a family. Kate also enjoys spending her time volunteering with groups such as the Crohn’s and Colitis Foundation of Canada.
Kate Allan
Phone: 403-309-2541
Email: [email protected]
Search this broker on IIROC’s AdvisorReport