Find a CEA

Independent Financial Planner and Trust and Estate Practitioner with Sterling Mutuals Inc. I provide full comprehensive financial plans, estate plans as well as personal income tax preparation for my mutual fund and segregated fund investment clients.

As a partner at The Steele Group we apply a time tested approach to financial planning with a combined work experience of 35+ years between our 3 partners. Financial planning is a broad, comprehensive process. It’s this big picture approach that sets professional financial planners apart from all other financial advisors who may have been trained to focus only on one aspect of your finances.

I have 8 years in business as an advisor. I run a successful multi advisor corporation with 6 advisors and 3 assistants. I am also a Certified Divorce Financial Analyst.

We are wealth managers that have take a lot of time to understand our clients situations.

I
began my career as a High School teacher in 1990 but I soon realized I could
make significant differences in a family’s life when I started marketing
Registered Education Savings Plans in 1992.

Now, 33 years later, I provide a full range of family financial planning services
and I take great pride in helping families with any financial needs they may
have. 

I am
now at a point in my career where I can help many families with an especially
important transition. Having the knowledge to help Executors avoid many
pitfalls and make a difficult situation tolerable is another part of my desire
to help people in a time of need. 
Wanting to help family, friends and clients motivates me to work hard providing
guidance and knowledge.

I grew up in Stephenville,
Newfoundland and Labrador and graduated from Memorial
University.  In addition to being a
Financial Advisor, I am still involved in many sports
including golf and softball.  I
reside in Halifax with my wife Donna and my son Alex.

You can contact me at (902) 221-1495 or
at allan@allanmuisefinancial.ca

I've been in the business since 2007.  I use a comprehensive approach when helping my clients plan.  Some prominent areas I help are wealth accumulation, protection, insurance, generational transfers.  I'm not much of a salesperson, I educate you to make your own informed decision.

Helping business owners and entrepreneurs navigate the realm of accounting and taxation by providing books to tax solutions to make accounting easy, reliable and stress free.