Alan Acton has been successfully assisting professionals in the Ontario and Quebec region for over 15 years. He prides himself on being able to provide clients with the attention and customization that allows them to successfully meet their financial goals. Since obtaining his Certified Financial Planner (CFP) and Canadian Investment Manager (CIM), Alan has been able to provide sound advice using his wealth of knowledge regarding the global financial system. As a Fellow of the Canadian Securities Institute, and a member of the CFA Institute, he has the experience to assist his clients in all areas of their financial life: personal banking, debt management, insurance, investments, education planning, and retirement and estate planning.

Before joining Polaris Financial, Alan started the Physicians Financial Group of Raymond James in 2007. The Physicians Financial Group was devoted to providing specialized financial planning advice to Doctors. In addition, Alan worked as a Financial Consultant with MD Management, a CMA subsidiary, for over 11 years. With his prior experience Alan has learned that the financial needs of each individual are unique, and ensures he always takes the time to understand each of his client’s needs so he may develop personalized solutions.

Alan has devoted many hours to the community through his involvement with Big Brothers of Ottawa, the Special Needs Network, Citizen Advocacy, and his membership with the Rotary Club of Ottawa. In his spare time Alan enjoys spending time with his spouse Meridith and son Connor. He also enjoys downhill skiing and playing golf.