Alan Dheere, CFP^®

Financial Planner

Vancouver, BC

Alan hails from Victoria BC where he completed an Economics degree at the University of Victoria. Shortly after graduating, he moved to Vancouver and started his journey in the financial services industry. Now with over a decade of experience, Alan is experienced in guiding individuals towards their financial goals. Holding the esteemed Certified Financial Planner (CFP) designation, Alan is passionate about empowering his clients to lead their desired lives through comprehensive financial planning. Alan firmly believes that a well-crafted financial plan is the cornerstone of a fulfilling life, providing the roadmap to achieve both short-term milestones and long-term aspirations. His dedication to personalized service and strategic guidance ensures that each client receives tailored solutions aligned with their unique financial objectives.

Beyond his professional pursuits, Alan finds joy in spending quality time with his wife and dog. Living an active lifestyle, Alan enjoys snowboarding in the winter, cycling in the summer, and playing squash year round. An avid traveler and culinary enthusiast, Alan also loves exploring new destinations and experimenting with flavors in the kitchen.