At Atlantis Financial Inc., we believe in empowering individuals to achieve financial clarity, confidence, and freedom. We specialize in crafting customized financial plans that align with your unique aspirations and goals, ensuring you can live the life you desire without fear.
Our Approach
Our philosophy revolves around a holistic approach that considers every aspect of your financial life. We work alongside you to:
- Identify and assess your current financial situation
- Review your goals and aspirations
- Develop a personalized plan to achieve those goals
- Implement strategies to manage your finances effectively
- Regularly monitor and review your plan to ensure it remains relevant and effective
Services Offered
- Financial Planning: Comprehensive financial plans encompassing investments, retirement planning, estate planning, and tax optimization.
- Investment Planning: Customized portfolio management tailored to your risk tolerance, financial goals, and investment horizon.
- Retirement Planning: Strategies for maximizing retirement plans like RRSPs, TFAs, and pensions.
- Estate Planning: Creation of comprehensive estate documents like wills, powers of attorney, and trusts.
- Tax Optimization: Strategies for minimizing tax liabilities through proactive planning and maximized deductions and credits.
Client Testimonials
"Allan Norman is a dedicated and incredibly skilled financial advisor who goes above and beyond for his clients. He took the time to understand our financial situation and provide personalized advice. We feel incredibly confident about our financial future thanks to his guidance." - E & D S., Calgary, AB
"Allan's financial modelling tool and accompanying videos were incredibly helpful in understanding our options and planning for retirement. We highly recommend Atlantis Financial Inc." - G., Barrie, ON
Our Story
Atlantis Financial Inc. was founded on the belief that financial planning should be accessible, personalized, and affordable. We are passionate about empowering individuals to take control of their financial destinies and achieve their financial goals.
Join Us on Your Journey to Financial Freedom
Contact us today to schedule a consultation and learn how Atlantis Financial Inc. can help you achieve financial clarity, confidence, and freedom.
Overall Experience
The reviewers had an overwhelmingly positive experience with Allan Norman and his team at Atlantis Financial. They praised the team's personable, attentive, and helpful nature, making them feel comfortable and secure throughout the financial planning process.
Financial Expertise
Allan Norman's expertise in financial planning was commended by multiple reviewers. They appreciated the valuable insights and strategies he provided, including tax calculation websites, wealth transfer strategies, and retirement planning scenarios.
Communication and Support
The reviewers praised Allan's clear and patient communication style, which made complex financial concepts easy to understand. They also appreciated the summaries and spreadsheets provided after each meeting, which helped them track their progress and make informed decisions.
Personal Touch
The reviewers appreciated the personal touch and attention they received from Allan and his assistant Austin. They enjoyed the interaction between the two and felt that their questions and concerns were always addressed.
Results and Outcomes
The reviewers reported feeling more confident and secure about their financial future after working with Allan Norman. They appreciated the concrete plans and strategies he provided, which helped them move from vague goals to concrete action steps.
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