Alan Acton – CFP, CIM, FCSI

Alan ActonVice President & Portfolio Manager, Ottawa

613-755-4004 | 877-755-4004

Alan Acton has been successfully assisting physicians with their finances for more than 20 years. He prides himself on his ability to provide clients with the attention and customization that allows them to  achieve their financial goals. As a Fellow of the Canadian Securities Institute, a member of the CFA Institute, and a Certified Financial Planner (CFP), he has the experience to assist his clients in all areas of their financial lives: personal banking, debt management, insurance, investments, education planning, and retirement and estate planning.

Before joining Polaris Wealth, Alan launched the Physicians Financial Group of Raymond James in 2007. The Physicians Financial Group was devoted to providing specialized financial planning advice to doctors. In addition, Alan worked as a Financial Consultant with MD Management, a Canadian Medical Association subsidiary, for over 11 years. During his many years in business, Alan has learned that each client’s financial needs are unique. He consistently takes the time required to understand each client’s circumstances in order to develop personalized solutions.

Alan has devoted many hours to the community through his involvement with Big Brothers of Ottawa, the Special Needs Network, Citizen Advocacy, and his membership in the Rotary Club of Ottawa. In his spare time, Alan enjoys spending time with his spouse Meridith, son Connor, and daughter Alexandra. He also enjoys downhill skiing and playing golf.

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