Atlantis Financial Inc. / Aligned Capital Partners Inc. - Barrie, Ontario

Tina Todd Hartwick

We had our bi annual mtg with Allan Norman. .Must say each time we meet our experience is only the best. Allan makes us feel secure with our port folio and never makes us feel that our questions are not important. He takes his time when sharing his screen and makes sure we understand as we go. (we are not very good at this ).Even though we have been with Financial group 15yrs. This time we were introduced to Austin (very nice young man) Tina certainly enjoyed the interaction between the two of them. We will close in saying we enjoy our screen time with Allan and find it nice that he says we can come into the office anytime. We are very impressed and plan on going no where. Welcome Austin

Jen Tindale

We discovered Allan Norman via A Moneysense article on retirement planning. His answers made so much sense to both of us that we knew we needed to reach out to him to help us with our retirement planning.
Right from our initial exploratory meeting we felt very comfortable with Allan and decided to proceed to the next step.
With the information that we gave him, Allan was able to demonstrate many different retirement scenarios such as : taking CPP at 65 versus 60 or 70; what our investment income and net worth would be like at various rates of return; adjusting other variables such as our spending and travel budget.
After each meeting we had with Allan, and his assistant Austin, we were provided with a summary video and spreadsheets. Because so much information is covered in each meeting these summaries and spreadsheets are invaluable for us to return to -not only now, but 2 to 5 years from now to- make sure we are on track with our plan.
As a direct result of our meetings with Allan, we now feel confident that we can have the retirement life of our dreams.
A huge thank you for all the time that you took with us!

Pizza On Earth Dorset

Allan and Simon are a great team. We’ve had several meetings with them. They are personable, attentive, and helpful. Lots of good insight in all financial matters!

Wendy Lee

I had an introductory call with Allan Norman today. He was super helpful. He told me some websites where I could do my own tax calculations and gave me some good strategies to get wealth to the next generation. Thanks Allan!

Trisha Cuthbertson

After talking with Allan Norman @Atlantis Financial, I've changed my outlook from planning for "some day" to planning for "this day". His expertise in financial planning has moved our retirement idea into a plan & I feel confident that by following his suggestions, our retirement will be comfortable & secure.

Annie Marie