Kristi Allan is a Corporate Wealth Manager that works with clients in Central and Southern Alberta. Kristi understands that MONEY is an intensely personal and highly charged topic. With over 12 years experience in the Insurance and Financial Industry, she has changed the conversation around money to educate and empower people to turn their financial dreams into their financial reality. Specializing in TAXES in Corporate Financial Planning, Kristi helps business owners balance their personal and corporate finances to keep more money in their pockets and create financial stability and security.
Kristi Allan, Corporate Wealth Manager