Allan Norman

Allan Norman, M.Sc., CFP®, CIM

Allan is a Certified Financial Planner (CFP®), holds the Canadian Investment Manager designation (CIM), and is an Approved Money Sense Advisor. He has also completed the Chartered Financial Divorce Specialist (CFDS) and the Canadian Cash Flow Specialist (CCS) programs.

He began his financial planning career with SunLife in 1995. Two years later he joined the CIBC as a personal account manager assisting clients with their debt management and investments. In 1999, he partnered with Simon French and founded Atlantis Financial Inc. in Barrie, ON

A long time ago Allan was a nationally ranked sprinter, he has his private pilots’ license, built a cedar strip kayak from scratch, and spent a summer as a fishing guide an hour north of Wawa where he met his wife Caroline. Together they have two children, Steven and Allison.

Allan enjoys sailing, deserts, and is an active member of the Barrie ping pong club. In the summers he enjoys getting away on his motorcycle and tenting.

“A colleague asked me why I entered the PlanPlus Canada Financial Planning Awards Competition, and my quick response was, “I’m a financial planner and the competition is another check on my abilities”. Developing a financial plan is a creative process and although there are some standards, there is a lot of leeway in the scope and direction of a plan. It was a great experience to rewrite an existing plan to match the plan format of the competition. It has caused me to think about my approach to plan writing and delivery. I also valued the comments of one of the judges who asked for clarification on a few points. I would recommend the PlanPlus Canada Financial Planning Awards Competition to any planner wanting to sharpen their skills.”