Allison Darroch

Allison Darroch, CFA®

Investment Advisor, Portfolio Manager

With over 20 years of experience in the financial industry, Allison specializes in creating long-term, personalized financial plans tailored to each client's unique goals and values.  She works directly with individuals and families to help them protect what matters most – whether that's building wealth, planning for retirement or ensuring financial security for future generations.  Her approach is grounded in trust, transparency and a deep commitment to delivering strategies that stand the test of time.   

Allison holds a Bachelor of Commerce (Honours) degree from the University of Manitoba and the Chartered Financial Analyst (CFA) designation.

In her spare time, she enjoys spending time with her husband, Ed, and their four young adults, as well as their two Goldendoodles. She also enjoys exercising, golfing, cooking, travelling, and spending time at the lake.

Aaron Duncanson

Aaron Duncanson

Assistant

With over three years of experience in client-facing roles in the financial services industry, Aaron excels at building trust, solving problems efficiently, and creating a positive client experience. Aaron holds a Bachelor of Arts (Honours) in Economics from the University of Manitoba and is currently completing the Canadian Securities Course (CSC).

Outside of work, Aaron enjoys golfing, staying active at the gym, and travelling. In the summer, he also enjoys spending time at the cottage with his family.

Our extended team

Eleena Swan

Eleena Swan, CFP®, CLU, EPC

Estate & Insurance Advisor

Eleena Swan is an estate and insurance advisor who works closely with investment advisors to deliver comprehensive insurance planning services to their clients.

She has over 20 years of experience in the insurance industry and has developed an extensive knowledge of life and health insurance as well as complex insurance strategies. Eleena employs a dedicated, compassionate, holistic planning-based approach to assist clients with preserving their wealth so they can enjoy what they have worked so hard to build. Her dedication and compassionate approach ensures that plans are custom tailored to each client’s unique set of circumstances and delivered with a high level of care.

Eleena holds her Certified Financial Planner, Chartered Life Underwriter and Elder Planning Counsellor designations and is a life member of the Million Dollar Round Table (MDRT). Her passion for the industry has led her to volunteer her time and help others. She currently volunteers with the Advocis Programs Committee, and is a past vice-president of the Board of Directors at the Houston Chamber of Commerce as well as an MDRT Foundation Canada Board Member, which is the philanthropic arm of MDRT. Eleena also maintains memberships with the Financial Advisors Association of Canada (Advocis) and the Financial Planning Standards Council (FPSC).