VANCOUVER, September 8, 2023 – Arbutus Financial Services, a leading full-service financial advisory firm and proud partner of Navacord, is pleased to announce the addition of The Frank Allen Financial Group, effective September 1, 2023.
The Frank Allen Financial Group, a specialized and focused financial services firm based in Nanaimo, is pleased to be joining Arbutus Financial.
Since 1973, Frank Allen and his team have been helping clients build financial bridges for the transitions in all areas of their business and personal lives—ensuring that when life presents unexpected events, an appropriate and comprehensive plan is in place to protect and preserve their financial security and lifestyle.
“Working to build financial bridges for business and for life remains the driving force in all we do…after seeing my own father go to work as a steamfitter after losing his poultry farm and retirement savings, shaped my values and business philosophy,” says Frank Allen, The Frank Allen Financial Group President. “Arbutus Financial and their entire team, are aligned with our values and across all our service offerings. It’s an exciting next phase for our team and for our clients.”
The partnership with Arbutus Financial Services | Navacord enables the sharing of best practices, and it also provides a broader collection of products and services for clients of The Frank Allen Financial Group, including P&C insurance.
“We are absolutely thrilled to welcome Frank and the outstanding team at The Frank Allen Financial Group as they join the Arbutus Financial family. And, let me be clear, this partnership does not mark Frank’s retirement,” says Neil Menzies, Arbutus Financial Services President. “On the contrary, I’ll be reminding him to take vacation. We are looking forward to working with our newest partner in the service of our great clients.”
About The Frank Allen Financial Group
Founded in 1973 and based in Nanaimo, The Frank Allen Financial Group has helped families and businesses with their financial needs for decades. The team caters to two distinct client profiles. One is the unique financial security needs of business owners, professional practitioners and employees. Another is the special income and legacy needs of retirees from ages 60-90. The firm has expertise in business insurance and group benefits, and comprehensive individual financial planning, including wealth management, insurance, estate and tax planning. They are committed to contributing positively to the quality of their clients’ lives, and their financial future.
Founded in 2014 and headquartered in Toronto, Navacord is one of Canada’s top four commercial insurance brokerages and a leader in risk management services with more than $3 billion in premiums. From commercial and personal insurance to surety, employee benefits, retirement consulting, wealth management and financial planning, Navacord leverages national strength and resources with the local-touch service of industry-specialized Navacord Partners to deliver the trusted advice, expertise and custom insurance and financial solutions our clients need to face the future with confidence.