Allan has been in the financial services industry since 1994. In 2007 he started Mosher & Associates, specializing in tax related financial strategies for business owners and high net worth individuals. In 2009 he also developed the Charitable Partners Group which focuses on planned giving. He and his partner also developed an investment product specifically for charitable organizations, giving them an alternative to volatile and risky traditional investments. Their mandate is to help secure the future of charities, hospitals, universities and private schools in Canada. Allan, with a PFP designation has a narrow and specialized focus – planned giving, a single investment for charitable organizations; tax; and pension related strategies. For this latter focus and, working in conjunction with R^cF’s Atlantic Canada Regional Office in St. John NB, Allan is a R^cF contracted Senior Associate authorized to market R^cF’s SERPPlus^™ - a Managed SERP Programme.

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