RETIRE FIRST - Key Persons

Job Titles:

• Member of the Investment Team
• Doug Allan As His Marketing Assistant
• Managing Director of Sales & Portfolio Manager

Brad started his career in the investment industry after graduating from the University of Alberta with a Bachelor of Commerce specializing in finance. His first position was as a marketing assistant with Midland Walwyn in Edmonton.

Job Titles:

• Member of the Investment Team
• Portfolio Manager
• President

Born and raised in Alberta, Doug has been serving investors in Central Alberta since 1982. With over 25 years of experience, advanced professional training and an ongoing dedication to his clients' objectives, Doug has established a successful and trusted financial management practice. Doug graduated from the University of Calgary in 1978 with his Bachelor of Science and has earned numerous designations in the investment industry including Chartered Financial Planner (CFP), Canadian Investment Manager (CIM), and Fellow of the Canadian Securities Institute (FCSI). Doug's scientific and analytical background is mirrored in the fundamental approach to investing applied by everyone on the Retire First team. Doug was awarded the Portfolio Manager designation from IIROC in 1992. He also holds the Branch Manager designation. Doug leads a balanced lifestyle, enjoying time away from work with his three grown children and his wife of 33 years, Margaret. He is an avid cyclist, enjoys most water and winter sports and works out regularly at the gym.

Job Titles:

• Member of the Investment Team
• Portfolio Manager

Kate is a Portfolio Manager at Retire First and also works as the associate to Doug Allan to assist his clients. She graduated from the Alberta MBA program specializing in Finance in the Spring of 2011. Her MBA program also had a strong focus on family business issues. Previous to her MBA, she received a Bachelors of Commerce with Distinction from the University of Alberta and has completed the CIM program. She is also a licensed life insurance agent in the province of Alberta. Kate is excited to help her clients reach their future financial goals by offering the services that set Retire First apart from their competition; technical expertise, excellent customer service and a broad range of investment products. Kate is the proud mom to three children with her husband Adam and they enjoy spending time skiing, biking and boating as a family. Kate also enjoys spending her time volunteering with groups such as the Crohn's and Colitis Foundation of Canada.

Job Titles:

• Financial Advisor
• Member of the Investment Team

Scott is a Financial Advisor at Retire First and also works as an associate to Doug Allan to assist his clients. He graduated from the University of Calgary specializing in geology in the Spring of 2013. Previous to Scott working as Financial Advisor, Scott worked as a geologist in various hard rock and energy projects in Western Canada. Scott is excited to help his clients reach their future financial goals by offering the services that set Retire First apart from their competition; technical expertise, excellent customer service and a broad range of investment products. Scott is the proud dad to two children with his wife Janelle and they enjoy spending time snowmobiling, biking, hunting and boating as a family.

Job Titles:

• Branch Manager
• Financial Advisor
• Member of the Investment Team

With over 10 years of investment experience Scott is Retire First's Branch Manager as well as an financial advisor to his valued clients. Scott holds a Bachelors of Commerce majoring in Finance and Insurance & Risk Management, from the University of Calgary. Scott has also completed the Canadian Securities Course, Conduct and Practices Handbook, the Professional Financial Planners course, and the Branch Managers Course. Scott's approach to managing his client's portfolio fits well with the Retire First team, as he takes an active approach to asset management. He believes that evaluating industry, economic and global trends as well as solid value investing are paramount to producing good returns for his clients. "Buying the right company, in the right industry, at the right time for a fair price" is the key belief driving Scott's investments for his clients. After many years of living and playing hockey at both the professional level and on the Canadian National Team, Scott and his wife Michelle, decided to move to Red Deer 6 years ago. Today, Scott and Michelle are parents to a four year old daughter and eighteen month old son and are fully entrenched in the community and confident that they made the right decision to call Central Alberta home. Some of the activities Scott enjoys include; hockey, golf, tennis, squash, and bike riding as well as spending as much time as possible with his family.

Job Titles:

• Financial Advisor
• Member of the Investment Team
• Vice President for Red Deer Minor Hockey

Todd was born and raised in Red Deer, Alberta and attended Mount Royal College in Calgary, Alberta. After attending MRC, Todd started his financial career with Avco Financial Services, where he worked in various cities across Western Canada. After moving back to Red Deer in 1989, Todd received both his Life Insurance and Mutual Fund licenses and became a partner in Personal Financial Services by 1994. By 1995, Todd paved his way into the full service brokerage world, by completing his Canadian Security Course and receiving his CFP designation. For the last 12 years, Todd worked with Wolverton Securities, where he helped his clients grow their investment portfolios. Todd is very active in the local community. Todd is the current Vice President for Red Deer Minor Hockey and is assisting managers and board members to create a better environment for Red Deer's hockey youth. Todd has been married to his wife of 18 years, Deeadra and has two children, Mathew and Abegael, who are involved with hockey. Todd enjoys playing inline hockey and golfing during the summer months, as well as traveling when time affords. Todd looks forward to sharing the wealth of products, services and knowledge that the staff of Retire First will be able to provide to his clients.