About

Kristi Allan is a Small Business Wealth Manager that works with clients in Alberta and Ontario. As a financial professional, I work mainly with small business owners. I’m not saying I won’t work with you if you don’t own a business, I have a lot of private clients as well, however, small business owners often have unique financial challenges.

I love financial strategies and one of the main one’s that I use is Infinite Banking or Be Your Own Banker. That’s the common term for it but it’s used for many things both business wise and personally as well.

I love using various financial strategies because it uses some of the financial products you would use anyway but put it to work in a strategy that will get you more.

As a financial professional, I don’t have get rich quick schemes. I also do not put round pegs into square holes. I work with you and your goals and dreams (and they need to be YOUR goals and dreams, not someone elses) and we figure out a plan that will get you there as fast as possible.

Contact Information:work-picture

Kristi Allan

403.350.5987

vibe.financial.group@gmail.com

Contact

I would love to hear from you!

Email – vibe.financial.group@gmail.com

Phone or text – 403.350.5987

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