Allan Shepherd

Profession: Financial Advisor

Location: Vancouver (Broadway Corridor / West 8th Ave), British Columbia, Canada

Organization: MD Financial Management

Overview

Allan Shepherd is a highly-credentialed financial advisor at MD Financial Management in Vancouver. With multiple prestigious certifications (CFA, CIM®, CFP®, PFP®), he provides comprehensive wealth management and financial planning services, specializing in serving physicians across Vancouver and the Lower Mainland.

Certifications

• CFA - Chartered Financial Analyst
• CIM® - Canadian Investment Manager
• CFP® - Certified Financial Planner
• PFP® - Personal Financial Planner

Areas of Expertise

• Financial Planning
• Wealth Management
• Portfolio Management
• Investment Analysis
• Physician Financial Services

Target Clients

• Physicians
• Medical professionals
• High-net-worth individuals

Contact Information

• Firm: MD Financial Management
• Location: Vancouver’s Broadway Corridor medical district

Last updated: 2026-03-17

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