Chris Allan

Chris Allan, CIM® has over 10 years of experience in the financial services industry. Chris began their career in 2015 as a Sales Representative at Best Buy and Rogers Communications. In 2017, they joined Emploi et Développement social Canada (EDSC) as a Cost Analyst, and also took on roles as President and Director of Events for the Sprott Finance Students’ Association, and Equity Analyst for the Sprott Student Investment Fund. In 2018, they became a Property & Casualty Insurance Advisor at Desjardins General Insurance Group. In 2019, they joined TD Asset Management as a Business Development Manager and Business Development Associate. In 2021, they moved to Clearco as a Senior Account Director, Senior Account Manager, and Account Executive. Currently, they are a Mid-Market Account Executive at AtoB.

Chris Allan, CIM® has an educational background in finance. Chris attended Carleton University from 2013 to 2019 and obtained a Bachelor of Commerce (B.Com.) with Honours in Finance. Additionally, they have obtained several certifications from the Canadian Securities Institute including Chartered Investment Manager (CIM®) in June 2021, Portfolio Management Techniques (PMT®) in March 2021, Investment Management Techniques (IMT®) in December 2019, and Canadian Securities Course (CSC®) in December 2018.