Presenter

Allison Maher

Co-Founder, Family Wealth Coach Planning Services

Allison Maher is to find a family’s “place of most potential” and to act as a catalyst to help them achieve their goals. She uses over 15 years of experience as a Chartered Accountant, Financial Planner, and Trust & Estate Practitioner to make an impact with the families she counsels.In 2009, she co-founded the firm, Family Wealth Coach Planning Services Inc. Family Wealth Coach specializes in insurance planning, family governance and estate planning.Allison co-authored a book entitled: The Future of You: Providing Clarity Where Life Intersects Wealth. She is past Chair of the Alberta Business Families Institute (ABFI), a centre of excellence within the University of Alberta focused on Succession and Continuity Planning.She is a past recipient of Avenue Magazine’s Top 40 under 40 (2009). Allison also helped co-found “WINK”, a new speaker series that empowers women by increasing their financial literacy.She is also a recent graduate of the Directors Education Program with the Institute of Corporate Directors – a program that specializes in governance and strategic planning, and a director on the board of the Heritage Park Foundation.Allison is a mother of two boys, Joshua (12) and Jacob (10) and they are the inspiration in all that she does.

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