Freedman Kruss Securities

Alan Kruss

Senior Financial Planner

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 investment management, tax, insurance 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.

The Alan Kruss Value Add

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. At Optimize, Alan works alongside an experienced team of licensed portfolio managers to help clients achieve their desired long-term financial and investment goals.

The cornerstone of his service rests in effectively matching his clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. Alan measures his success by how well he has helped his clients achieve their specific goals and objectives.

Alan's Approach to Wealth Management

Optimizing your investments is an important step to achieving your financial goals but realize that it is just one step in a much longer journey. Alan, along with a licensed portfolio manager from Optimize Wealth, will focus on looking at the complete picture as it relates to your particular situation. They begin this process by listening intently to your specific goals and objectives. They then analyze every aspect of your situation such as your investments, mortgage and other debt, will, insurance, company plan, and tax preparation needs.

Once they have completed their analysis, they together will then design you a coordinated strategy to achieve all of your particular goals and objectives. In order to provide you with a better sense of just how much value they could bring to you and your family, the range of services offered through Alan and a licensed portfolio manager from Optimize are outlined in detail below.

*Investment Advice is only offered through a licensed Optimize Portfolio Manager

As a Senior Financial Planner, Alan helps coordinate your financial plan by organizing the strategy into efficient steps toward your goals. Proper Wealth Management is an ongoing process which helps you make prudent decisions about your money in order to achieve your specific goals.

Contact

Location

Alan's Wealth Management Team

David Ferreira

Portfolio Manager

Warren MacKenzie

Head of Financial Planning