Continental Who’s Who Executive Press Release

WILLIAM D. ALLAN - PARTNER

William D. Allan is recognized by Continental Who’s Who among Financial Professionals. William is a Partner at AKG Financial, a Financial Advisory Firm committed to helping clients achieve their financial objectives through appropriate financial advice, quality financial products, and timely service.

William is a founding partner of AKG Financial, with over 32 years experience in the Financial Services Industry. He holds a number of financial industry designations and provides services primarily to individuals in the areas of Retirement and Estate Planning, Benefit Consulting and Business Preservation for corporate clients. In addition, William is committed to maintaining AKG’s goals of providing objective, planning-based approaches to delivering financial peace of mind to every client through personalized and customized financial solutions. William is designated as a Chartered Life Underwriter (CLU), as well as a Chartered Financial Consultant (CHFC). He has also previously held Sales and Management positions with major insurance companies.

Additionally, William’s devotion to the Financial Industry is demonstrated through his memberships with Advocis (The Financial Advisors Association of Canada), as well as the Canadian Federation of Independent Businesses.