Who We Are

About Us

The Frank Allen Financial Group Inc. is a specialized, vibrant and focused Financial Services Firm that caters to TWO distinct demographic groups:

  • The unique Financial Security needs of Business Owners, Professional Practitioners and their Employees
  • The Special Income and Legacy needs of Retirees from ages 60 to 90

OUR TEAM:
Margaret Ossa | Kari Bradley | Frank Allen
Michael Gill (Associate Advisor) | Gillian Barnard

Frank Allen, (CLU), (CHFC), (CFP)
Financial Advisor

Born and raised in Port Alberni, B.C., Frank Allen began his business career in 1971 as the youngest Licensed Realtor in Victoria with Canada Permanent Trust at age 23. 

In 1973 he began working in the life insurance and financials services industry working with small business owners and retirees, quickly moving into a management position with the firm in Victoria.

In 1979, he moved with his family to Nanaimo to establish an independent Financial Services Brokerage which has evolved into the Frank Allen Financial Group Inc.

Frank's designations in the Financial Services Field include the Chartered Life Underwriter, (CLU), the Chartered Financial Consultant, (CHFC), and the Certified Financial Planner, (CFP). He is a member of the Institute of Chartered Life Underwriters of Canada, The Financial Planners Standards Council of Canada and Advocis (formerly the Life Underwriters Association of Canada)

He has been very active in the business community of Central Vancouver Island since 1979 and served consecutive terms as President of the Greater Nanaimo Chamber of Commerce in 1993 and 1994, and remains a member of the Membership Committee.
The firm is a member of the Nanaimo, Ladysmith, Parksville, Qualicum and Alberni Valley Chambers of Commerce.

Frank is a member of the Rotary Club of Nanaimo North and served as its President for the year 2003/2004.

He was a founding member of the Board of the Malaspina University College Foundation and is currently a member of the Nanaimo Hospital Foundation Planned Giving Committee.
Frank and his wife Cathy live in Nanaimo,  have been married for 35 years and have 3 daughters and 8 grandchildren.

His hobbies include woodworking, gardening, cooking, fishing, traveling, skiing and windsurfing.

Kari Bradley

Carrying on the Family Business tradition, Kari is Frank Allen's youngest daughter and has been with the firm since 1996. Kari holds a life insurance license and focuses on Insurance and Estate Planning for families and businesses.

She handles all administration for Life, Disability and Critical Illnesss insurance.

Kari grew up in Nanaimo and is married to local fireman Jason Bradley. She is mother to children Jack and Grace and enjoys cooking, camping and hot yoga.

Gillian Barnard

Originally from South Africa, Gillian came to Canada with her husband Richard in 1994. Gillian is the mother of triplets and is a proud Grandmother of 2.

Gillian joined the Frank Allen Financial Group in 1999. Licensed in the Life Insurance area, Gillian specializes in providing Employee Benefit Plans for small to medium sized businesses on Vancouver Island. Gillian is the go-to person for all questions and quotations for employee benefit plans.

Margaret Ossa

Born and raised in Athens, Georgia, Margaret came to Nanaimo in 1977 with her husband Marcelo. Mother to two sons, Margaret started working with Frank Allen in 1990 and currently acts as Office Manager as well as administering all Money and Investment products. Margaret is licensed in life insurance.

In her spare time, Margaret is an ardent gardener and enjoys hiking and exploring Vancouver Island.

Michael Gill

An independent associate of the firm, Mike is originally from Ontarioand has now lived and worked in Nanaimo for over 20 years.

He has been helping people in Nanaimo and the surrounding areas safely invest their money for growth and income since January 1994.

Mike is married to Cathy and they have two children, Arden and Holden. He remains active through his running and other sporitng activities.

Why Do We Do What We Do?

 

 


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