Alan Pilkey CPA, CA, CFA®, CFP®

Alan Pilkey’s client-centric values and ethical attitude have been at the root of his successful 20+ years in the financial services industry. Alan has successfully used his education, designations and experience to help individuals and families with their wealth planning needs.

Upon graduation from Wilfrid Laurier University, Alan joined KPMG as a Senior Accountant, where he gained international experience working with the firm in Canada, the Cayman Islands and Australia. An interest in holistic wealth management led him to a thriving career at one of Canada’s big five banks, where he developed investment strategies, and assisted clients with portfolio recommendations, financial planning, tax, and performance reporting.

Alan’s decision to join Newport was based on the firm’s client-centric focus, leading-edge wealth management philosophy and exceptional team. Along with his Honours Bachelor of Business Administration degree, Alan is a Chartered Professional Accountant (CPA, CA), Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®).

Outside of the office, Alan is looking forward to continuing the around-the-world trip he started in 2008 with his wife Cristal, which currently stands at six continents and almost 30 countries. Until their travel resumes, he enjoys passing along his interest in hockey to his three young children.