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Alan Shankland

Alan Shankland

Executive Officer

Followers of Alan Shankland57 followers
location of Alan ShanklandKitchener, Ontario, Canada

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  • Timeline

  • About me

    Production Team Member

  • Education

    • Douglas Academy

      1983 - 1989
      Economics

  • Experience

    • HM Customs & Excise

      Jan 1991 - Aug 1999
      Executive Officer

      Risk Management, Tactical Intelligence, Taxation Advice and Management

    • RBC Royal Bank

      Jul 2000 - Jun 2008
      Financial Services Representative

      Looking after the financial needs of my clients on both a proactive and reactive basis. Taking a holistic approach, providing financial advice based on stated and unstated needs and desires and recommending and implementing appropriate products and strategies.

    • TD Canada Trust

      Jun 2008 - Feb 2012
      Financial Advisor

      Provide tailored financial solutions to personal and business clients. Retirement planning and introduction to wealth managers. Personalized mortgage solutions specializing in first time homebuyers.

    • Sun Life Financial

      Jan 2012 - Sept 2012
      Advisor

      My goal is to help clients develop watertight risk management and retirement strategies. I will use my own professional experience and advice backed by the strength of Sun Life, one of the most highly regarded and progressive financial institutions in the world.

    • Toyota Motor Manufacturing Canada

      Feb 2013 - now
      Team Member

  • Licenses & Certifications

    • Investment Funds in Canada

      Institute of Canadian Bankers

    • Life License

    • Personal Financial Planning Course

      Canadian Securities Institute
      Feb 2010