Alison was born and raised in White Rock, BC, where she currently resides. She has 2 daughters, Samantha and Hannah. Alison’s goal is to build a strong foundation for her daughters and is fully committed to their education and growth in their community. Alison has been with Investment Planning Counsel since 2002, helping clients achieve their dreams of financial independence. She genuinely enjoys the personal relationship with clients, getting to know them and discovering “What’s Important to them” and then implementing that into their retirement plan. Alison strives to give them peace of mind when it is needed the most. Her focus is on helping clients reconcile their varying needs for income and lifestyle fulfilment as they progress through pre and post retirement planning. Alison has taken the following industry courses to expand her knowledge and expertise in the financial services industry:
In her spare time, Alison enjoys working out at the gym and running. She also plays recreational volleyball. Alison camps and enjoys the outdoors at all of the great places that BC has to offer. She looks forward to meeting with you to discuss your retirement future. Connect with me on
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