Alan Pilkey’s client-centric values and ethical attitude have been at the root of his successful 20+ years in the financial services industry. Alan has successfully used his education, designations and experience to help individuals and families with their wealth planning needs. Upon graduation from Wilfrid Laurier University, Alan joined KPMG as a Senior Accountant, where he gained international experience working with the firm in Canada, the Cayman Islands and Australia. An interest in holistic wealth management led him to a thriving career at one of Canada’s big five banks, where he developed investment strategies, and assisted clients with portfolio recommendations, financial planning