Amanda Allen, CFP®, B.Comm., PFP
Your Trusted Partner in Building Financial Confidence
With over 13 years of experience in the financial services industry—all proudly with CIBC—I’ve had the privilege of helping individuals and families across all stages of life feel more confident about their financial future.
As a CERTIFIED FINANCIAL PLANNER® professional with a Personal Financial Planner (PFP®) designation and a Bachelor of Commerce (B.Com), I bring a disciplined, client-centered approach to wealth planning. Whether you’re looking to grow your investments, plan for retirement, navigate tax strategies, or build a legacy, I’m here to guide you every step of the way with clarity, care, and purpose.
My philosophy is simple: financial advice should be personal, practical, and empowering. I take the time to understand what matters most to you—your values, your goals, and your vision—so we can build a plan that reflects your life, not just your numbers.
When I’m not working with clients, you’ll find me traveling, practicing Pilates and yoga, or spending time with my beautiful family.
Let’s build your financial future—together.