The Alan Kruss Group
Alan Kruss CA, CPA
Associate Portfolio Manager
Markham, Ontario
About Alan
I began my career in the corporate world and have 15 years of CFO-level experience with International public companies. Using this experience, I moved into the Financial Services Industry and over the past 20 plus years have been helping individuals and families manage their financial affairs including customized tax and estate planning.
I have found that my expertise and skill-set are strongly suited to adding value to small business owners including incorporated professionals. My client-centric approach ensures that I understand the different needs of each client and provide solutions to help them maximize their net worth and achieve their financial and lifestyle goals.
My CA background, as well as the completion of the I.F.I.C., C.S.C and LLQP, ensures that I am well prepared to assist clients with many of their financial needs. I pride myself on client service and take on a “personal CFO” role for all of my clients.
I live in Thornhill with my wife, Nadine and have three sons. I am an active sportsman and continue to play tennis and golf and am an avid cyclist.
Optimize’s Approach to Wealth Management
The cornerstone of the Alan Kruss Group’s service rests in effectively matching clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. They measure their success by how well they have helped clients achieve their specific financial planning goals and objectives.
Alan provides clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring his clients always benefit from the highest level of service. Chris Coholan is the Portfolio Manager who advises and manages client investment accounts, while Alan helps clients with their Financial Planning needs and can also help clients access value-added services available to Optimize clients such as tax planning, estate planning, or insurance*.
*Insurance is only offered through a licensed Individual at Optimize to residents of Ontario, British Columbia, Alberta, and Manitoba.
All registerable activity is provided by registered and licensed Associate Advising Representatives and Advising Representatives of Optimize Inc. and therefore you should consult with a licensed representative of Optimize Inc. when you are in need of investment advice.
Contact
alan.kruss@optimize.ca
905-475-5793
416-402-3023
Office Location
Alan's Wealth Management Team
Nick Cup
Portfolio Manager