Allan Duncan, Mortgage Broker

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Allan Duncan

Mortgage Broker

Cell: 403-392-8840

About Allan:

Achieving his accreditations and licensing beginning with the Canadian Securities Course in 1986, Life & Disability Insurance in 1988, Certified Financial Planner in 1998, Financial Management Advisor in 2001, Mortgage Broker in 2008 and Certified Cash Flow Specialist in 2015 He has been client focused in his many positions including : Personal Sales and Field Management with Penn Corp Financial, Branch and Provincial Management with RBC Insurance, Private Wealth Consultant with BMO Harris Private Banking, Area Management responsible for Mortgage Development for BMO in Alberta, Financial Planning Specializing in Cash Flow Management and finally bringing this all together as a Broker Role since 2018 to help create a more holistic and complete planning solution for his mortgage clients.

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