As the leader of the Allan Bush Investment Team, Allan has three decades of experience and a wealth of knowledge.

Since 1987 he has been developing successful financial plans and finding the right investment and insurance solutions.

He is the team’s Chief Strategist for clients – he determines financial priorities, develops an individual roadmap while choosing the appropriate financial solutions to help get them there.

In addition, he himself has experienced the process of building up and selling a business. Allan oversees the investment practice and with his six-person team, they bring together 150+ years of expertise.

Robert has been with Allan for over 20 years and brings over three decades of experience and expertise in dealing with the financial needs of clients.

He is responsible for overseeing the operations of the practice and works side-by-side with Allan in managing and developing the business.

Michelle has extensive experience in both the retail banking and wealth management sector. Previously a Manager of Client Services with another financial institution, Michelle's wide breadth of knowledge in registered products and administration provides our clients with the expertise and attention to detail they have come to expect with the Allan Bush investment Team.

Michelle is fluent in Mandarin & Cantonese.

When it comes to the client experience, Ashlee understands that building lasting connections with clients is the only way to truly make a difference. With over 15 years' experience she has made wealth management her home. Previously a Manager of Client Experience in our CIBC Banking Centre's, Ashlee now manages Allan's hectic work schedule, co-ordinates monthly client's seminars, client appreciation nights and liaisons with our Marketing and Compliance Departments to ensure our events meet the highest industry standards.

Jelena is originally from Belgrade, Serbia and has a university degree in management.

Married, with 2 girls, she is fluent in Serbian, Croatian and Bosnian. She has been in our industry for 5 years, including a Financial Advisor role at another financial institution. Jelena is responsible for the processing of clients’ trades, requests for money, RESP withdrawals, estates and more.

With 45 years employment at CIBC & CIBC Wood Gundy Kathleen provides excellent client service and has a wide knowledge of investment products. Her area of expertise is all in the details as she is responsible for day to day client administration, including account opening, setting up online access, meeting preparation and financial transaction records.