Alan Tenenbaum

Alan Tenenbaum has extensive experience in the financial services industry, serving in various advisory roles since 2010. Currently a Financial Advisor at PPI since May 2021, Alan has previously held positions at Freedom 55 Financial as a Financial Security Advisor, Quadrus Investment Services as an Investment Representative, RBC as a Financial Advisor, and TD as a Financial Advisor and Financial Services Representative. Alan specializes in discovering and assessing clients' needs, providing banking, investment, and lending advice to help clients achieve their financial goals, and emphasizes client education and active participation in their financial wellness journeys. Alan is also pursuing a degree in Personal Financial Planning from the Canadian Securities Institute, expected to be completed in 2023.