Seaway Financial Solutions Group
Job title: CFP®, CHS™, CLU®
Languages spoken: English, French
Area(s) served: Niagara Region and surrounding areas
Seaway Financial Solutions Group
The Seaway Canal is a 3,700 km marine highway. It is one of the most challenging feats in history. A waterway ready for the future. Are you ready for your future? We are at your side with informative and knowledgeable financial advice.
Seaway is an owner-operated financial planning firm with more than 40 years of combined investment and insurance experience. Our office is located in downtown Welland between the old and new canals.
Let's discuss how we can help you chart a course to lifetime financial independence and security.
Who we service
Learn more
High net worth and affluent
Families
Incorporated professionals
Let's work together
Whether you’re thinking about your family, home, career, health or retirement –or any combination of these –we’ve got helpful advice and solutions to help you live a brighter, more financially secure and healthier life. I’ll work with you to help you discover the best strategy to meet your needs. We’ll work together to understand your financial goals, prepare for the unexpected and take advantage of new opportunities –throughout your life.
Client Testimony
R. D. - Medical Professional - August 2025
Fortunate and grateful to have found Allan through a friend's recommendation. Building is amazing and quiet and he was able to set up an appointment for myself on short notice.
A genuine and reasonable person. Thank you Allan for all your help and what you do :)
Products and services
Health insurance products
Mortgage protection insurance
Saving, budgeting and investing
Stay informed
See more articles
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses
Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/seaway.financial
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses
Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/seaway.financial
In addition to helping others, corporate donations can:
• Reduce your taxable income
• Enhance your brand reputation
• Boost employee morale
Want to learn more about charitable giving strategies? Let's chat about how to make a positive impact while optimizing your tax situation.
Reach out to discuss ways your business can give back this holiday season.
Office information
