Allan Barss, LLB, CFP
Vice President, Senior Financial Planner
Welcome to my profile! I’m married with 3 adult children and 4 grandchildren. I enjoy life in our home on Echo Lake, near Fort Qu’Appelle, and have an office presence in Regina, SK. Golf, Curling and bridge keep me active and engaged in the community. I have a Certificate in Business Administration from the U of R, with a focus on finance, and a Bachelor of Laws degree from the University of Saskatchewan.
I’m proud to offer independent, objective financial advice that allows clients to achieve their present and long-term financial goals and feel confident in making the most important financial decisions. I add value to my services by offering professional advice and a complete service package including comprehensive Financial Planning, which includes a focus on Tax and Estate Planning, Retirement Planning, Mortgage Planning and Risk Management/Insurance. My Certified Financial Planning designation in addition to my Law Degree gives me the opportunity to share my knowledge in wills, estate planning and tax advice.
The best part of building relationships with clients is helping them build a financial road map that solves problems, presents new opportunities and most importantly adapts to the changing needs of their lives, allowing them to achieve their goals, enjoy financial security and grow their portfolio. Let me put my knowledge to work for you!
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