Allan Meyer​

Allan’s focus is on helping individuals, families, charities and corporations to meet their retirement needs and financial goals. Since joining Wickham Investment Counsel in 2002, he has researched and selected value investments that strive to meet his clients’ individualized risk profile, matching investments to individual risk tolerance.

With a degree in Psychology from McMaster University, Allan’s knowledge of Behavioural Finance provides valuable insights to help him better understand and serve his clients’ needs.

Allan began his career at Co-operators Investment Counsel in 1984. Over the years, he also worked as a portfolio manager at some of the largest financial institutions in Canada, including Miano Investment Management, Scotia Cassels, Elliott & Page, as well as the multi-national insurer, Zurich Insurance, where he was Director and Vice President of Equity Investments.

A member of the CFA Society Toronto, Allan has contributed to the Wall Street Transcript, and has appeared in both print and television, speaking on current financial issues.

Allan has utilized his training to create a bottom-up Safety & Value Strategy with returns that seek to outperform the benchmark with lower risk and provide his clients with a solid base for their retirement.

Allan takes his role seriously: he puts his clients’ interests first. Allan offers a transparent fee for service, conservative discretionary portfolio management style, and a warm and helpful approach.