Peace of mind through financial confidence

Frank C. Allen CLU, CHFC, CFP

Certified Financial Planner
Arbutus Financial Services Ltd.

Born and raised in Port Alberni, B.C., Frank Allen began his business career in 1971 as the youngest Licensed Realtor in Victoria with Canada Permanent Trust at age 23.

In 1973 he began working in the life insurance and financial services industry working with small business owners and retirees, quickly moving into a management position with the firm in Victoria.

In 1979, he moved with his family to Nanaimo to establish an independent Financial Services Brokerage which has evolved into the Frank Allen Financial Group Inc.

Frank’s designations in the Financial Services Field include the Chartered Life Underwriter, (CLU), the Chartered Financial Consultant, (CHFC), and the Certified Financial Planner, (CFP). He is a member of the Institute of Chartered Life Underwriters of Canada, The Financial Planners Standards Council of Canada and Advocis (formerly the Life Underwriters Association of Canada).

He has been very active in the business community of Central Vancouver Island since 1979 and served consecutive terms as President of the Greater Nanaimo Chamber of Commerce in 1993 and 1994, and remains a member of the Membership Committee. The firm is a member of the Nanaimo, Ladysmith, Parksville, Qualicum and Alberni Valley Chambers of Commerce.

Frank is a member of the Rotary Club of Nanaimo North and served as its President for the year 2003/2004.

He was a founding member of the Board of the Malaspina University College Foundation and is currently a member of the Nanaimo Hospital Foundation Planned Giving Committee. Frank and his wife Cathy live in Nanaimo, have been married for 35 years and have 3 daughters and 8 grandchildren.

His hobbies include woodworking, gardening, cooking, fishing, traveling, skiing and windsurfing.

phone 250-753-2101