Don Allan's Location
Toronto, ON, CA
Don Allan's Work
- Independent Wealth Management Consultant @ Self-employed
- Financial Services Consultant @ Capital Markets Advisors LLC
- Personal Sabbatical @ Freelance
- Department Leader, Operations @ Edward Jones
- Project Leader @ Edward Jones
- Manager, Wealth Mgmt Services @ Corbeil Boudreau Groupe Financier
- Manager, Operations @ TD
Don Allan's Education
- University of Toronto
Bachelor's degree (BA International Relations)
1984 - 1987 - Harvard Business School Online
Leadership Direct (Business Administration and Management, General)
2016 - 2016 - University of Toronto
Bachelor of Arts - BA
Don Allan's Skills
- Management
- Mutual Funds
- Investments
- Banking
- Portfolio Management
- Financial Analysis
- Risk Management
- Leadership
- Securities
- Wealth Management
Don Allan's Summary
Don Allan, based in Toronto, ON, CA, is currently a Independent Wealth Management Consultant at Self-employed, bringing experience from previous roles at Capital Markets Advisors LLC, Freelance and Edward Jones. Don Allan holds a 1984 - 1987 Bachelor's degree in BA International Relations @ University of Toronto. With a robust skill set that includes Management, Mutual Funds, Investments, Banking, Portfolio Management and more, Don Allan contributes valuable insights to the industry.
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