Alan Acton - CFP, CIM
I am a member of the CFA Institute, and a Certified Financial Planner (CFP). I assist my 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, I launched the Physicians Financial Group of Raymond James in 2007. I also worked as a Financial Consultant with MD Management, a Canadian Medical Association subsidiary, for over 11 years.
I have devoted many hours to the community through my involvement with Big Brothers of Ottawa, the Special Needs Network, Citizen Advocacy, and my membership in the Rotary Club of Ottawa.
In my spare time, I enjoy spending time with my spouse Meredith, my son and daughter, Connor and Alexandra, downhill skiing and playing golf.