Alan has been in the financial services industry for more than 30 years, serving entrepreneurs and top executives and their families. During that time, he has seen all the ups, downs and sideways fluctuations the capital markets are capable of delivering and learned first-hand what works and what doesn't.
As a Chartered Financial Analyst (CFA) and Chartered Financial Planner, Alan is a regular contributor to the Ottawa Business Journal, Canadian Moneysaver magazine. He has co-authored a book called “The Copperjar System – Your Blueprint for Financial Fitness" and is excited to share its proven techniques in this course.
Alan is also an active member of the community. He serves on the Board and Trail Projects Committee of the TransCanada Trail. Alan was also a proud volunteer for more than 10 years with Citizen Advocacy, a group dedicated to reducing the isolation of disabled adults. Alan provided weekly companionship to an older man with physical and mental disabilities.
Alan and his wife Cathy have two children and recently discovered how much weddings cost with his beautiful daughter getting married this past fall. In his spare time he enjoys spending time with his family, mountain biking, skiing, snow biking and practicing an inflexible, stiff middle aged guy type of yoga.