Allan McDonald, a financial advisor and Marketing Director at Customplan Financial Advisors Inc. in Manitoba, entered the financial industry in February 2020 and joined Customplan in 2022.

With a commitment to enhancing his clients’ financial literacy, Allan conducts workshops on budgeting and expense management. His expertise lies in assisting individuals, small businesses, and corporations with investment and insurance planning.

Before becoming a financial advisor, Allan served in the military and has a trade background. On the weekends, he enjoys a round of golf and Brazilian Jiu-Jitsu training.