Alan Kotai - Team Profile

Using a disciplined process, Alan and his team provide financial planning and portfolio management services to their clients.

Financial and investment plans will typically encompass a client's entire financial portfolio. Once a plan is implemented, financial and portfolio review schedules are established for each client to ensure that plans are monitored and on track.

"We focus on building long-term client relationships, by delivering sound strategic advice, effective implementation and excellent client service".

Alan Kotai

Ehsan (Ethan) Astaneh