Allan W. Lewis

Davis Lewis & Associates

Allan W. Lewis - Financial Advisor    
Davis Lewis & Associates
Cell: 519-216-5312

allan@davislewis.com

davislewis.com

Allan W. Lewis is a Financial Advisor with Davis Lewis & Associates. Allan is an Independent Life Insurance & Investment Broker giving his clients access to all of the best companies and products on the market.  He has lived in the Orangeville area for most of his Life and built a successful practise in the area.

"I love living up on the hill, it offers so many conveniences to my family. We have easy access out of Orangeville; we can reach any part of town in a matter of minutes. We also enjoy the community, the people and looking forward to watching our children grow in this area"

His practise focuses on helping his clients see their Financial Future and working with them to achieve those goals. A secure Financial Future starts with a good Financial Plan. Paying down debt, insuring liabilities, saving for their future are all aspects that need to be addressed. Putting together a Financial Plan is an ongoing process that cannot be done in one day or one meeting. Allan is always working with his clients to meet their ongoing needs and to ensure their plan is current.

Whatever you needs should be; from Life Insurance, RRSP's or Non Registered investing, Education savings or Health benefits.  Allan can help you choose the best product for you.

"I am always happy to review someone's current financial situation and see if there are any recommendations that can be made. I am always open and honest, and would never make a recommendation unless I truly believed that it was in my client's best interest"

Give Allan a call anytime if you are looking for information or would like to sit down and discuss your situation. It's no obligation or cost to you, and you have nothing to lose other than the knowledge and understanding of your current financial outlook.

Suppliers

Life Insurance, Critical illness Insurance and Health & Travel Benefits.

Manulife, Canada Life, Transamerica, AIG, Industrial Alliance, Canadian Protection Plan, Standard Life, Equitable Life, UL Mutual, Group Medical Services and Blue Cross.

Investments

Manulife, RBC Investments, TD Asset Management, Canada Life, Industrial Alliance, and Standard Life.

Banking Products

Manulife Bank (Including Manulife ONE) and ING Bank.