Our Team

Phone: 403-777-1600

Allan Karpyshyn has been in the financial services industry for almost 30 years. He started in the life insurance industry where he attained the Chartered Life Underwriters (CLU®) designation and served as the investment specialist for a major insurance company. He then proceeded to advance his career in the financial services industry when he started his own wealth management/financial planning practice and completed the CERTIFIED FINANCIAL PLANNER designation and the Chartered Financial Analyst (CFA) designation, Allan holds a BA in Economics from the University of Calgary, and stays current in all aspects of wealth management, financial planning, retirement planning and estate planning.

As a CERTIIFIED FINANCIAL PLANNER professional, he can evaluate your portfolio objectives and provide you with comprehensive wealth management solutions to help you attain your financial goals and live your dreams. He provides written comprehensive financial plans specializing in investment planning/evaluations, retirement planning, and estate planning and tax minimization strategies.

He brings extensive knowledge in dealing with professionals and can outline the potential benefits of incorporation, including income splitting, family trusts, holding companies, individual pension plans, and employee profit sharing plans.

Insurance products offered through Allan Karpyshyn.

Phone: 403-292-0945

For over 35 years, Ian has been helping a select group of professionals, entrepreneurs and high net worth families accomplish their financial well-being and life goals. He works closely with them as their Personal Financial Coach to create and implement a comprehensive ‘Financial Game Plan’ based on their personal situation and needs.

Ian graduated with his MBA as the Gold Medalist in Entrepreneurial Studies from York University in 1986. He also graduated top of his class from Brock University in 1981: he completed both his H.B. Admin and B.A. in Political Science in just three and one-half years. After gaining experience in both brand and bank management, Ian began his own financial planning firm in 1991 and joined forces with Allan Karpyshyn in 2006. Together they provide over 65 years of wealth management experience as Personal Financial Coaches for their clients.

Ian is one of only 300 Registered Financial Planners – which is the hallmark of financial planning in Canada – and was one of the first in Canada to be awarded the internationally recognized CERTIFIED FINANCIAL PLANNER designation. He also completed his Chartered Financial Planner designation with honours.

Ian is dedicated to the development of professionalism within the financial planning industry. In this pursuit, Ian is the Co-Founder and Past President, Past Chair and currently a Regent of the Institute for Advanced Financial Planners. He has served on the National Board of Directors and is past President and Director of the Alberta and Regional Boards of the former Canadian Association of Financial Planners. Finally, Ian has taught the Certified Financial Planner program through the Canadian Institute of Financial Planning at Mount Royal University.

Outside of work Ian loves to spend time in Calgary and Phoenix with his wife Kelley of 32 years. He also enjoys attending plays and golf events for his talented children Keirstyn and Scott. Ian loves to golf and ski and was a Founding member and Past President of the Calgary Crowchild Rotary Club and was a member and Past Chair of the Junior Golf Committee at the Country Hills Golf Club.

Fee for Service Financial Planning offered through 814596 Alberta Ltd. o/a Secord Financial.

Phone: 403-292-0949

Phone: 403-292-0949

Karen has been Ian and Allan’s assistant since November 2018 tending to their clients’ needs with the highest level of professionalism and friendly service. Prior to joining Ian and Allan, Karen spent 25+ years in customer service and office management, in Vernon B.C. When not at work, Karen spends her time with her partner Phil and her three sons, Mathew, David and Christopher, as well as Phil’s two daughters, Mel and Jessica. Karen, Phil and Jess are new to Calgary and they enjoy exploring their new city and all it has to offer.