Alan Kruss
Alan uses his training as both a Chartered Professional Accountant and Chartered Accountant to bring his business clients a personal CFO—reducing the stress of finance management for medical practice partners and independent owners.
With a broad background that includes fifteen years’ experience in financial services and completion of the IFSE and Canadian Securities Institute’s Canadian Investment Funds Course, Mutual Fund Dealer Compliance course, Life License Qualification Program, and Canadian Securities Course, Alan helps clients build 360-degree financial solutions that integrate the needs of their business with their personal financial priorities.
Alan’s holistic On Track process provides investment management, insurance, tax minimization and structuring solutions which help maximize a business’s net worth—and ensure each client’s financial strategies stay on track with their professional, financial, and lifestyle goals.
