Alison Forster
About Alison Forster
Alison Forster is a Senior Financial Planner at Wellington-Altus Private Wealth, where she has worked since 2019. She has a diverse background in financial planning, having held various positions at Scotiabank and PwC over the past decade.
Work at Wellington-Altus Financial
Alison Forster has been employed at Wellington-Altus Private Wealth as a Senior Financial Planner since 2019. In this role, she provides comprehensive financial planning services to clients, focusing on wealth management and investment strategies. Her experience in this position spans over five years, during which she has developed a strong understanding of client needs and market trends.
Previous Experience at Scotiabank
Before joining Wellington-Altus, Alison Forster worked at Scotiabank in various roles. She served as a Senior Financial Planning Associate from 2015 to 2017, where she contributed to financial advisory services. Following this, she held the position of Associate in Business and Family Advisory Services from 2017 to 2019, further enhancing her expertise in financial planning.
Early Career at PwC
Alison began her professional career at PwC as an Experienced Associate in the Assurance and Advisory Group from 2009 to 2011. This role provided her with foundational experience in financial analysis and client service, which she later applied in her financial planning roles.
Education and Expertise
Alison Forster holds a Bachelor of Business Administration from Wilfrid Laurier University, where she studied from 2006 to 2010. Additionally, she attended George Brown College for one year from 2011 to 2012, furthering her education in business-related fields. Her academic background supports her expertise in financial planning and advisory services.
High School Education
Alison completed her high school education at Leaside High School from 2002 to 2006. This foundational education prepared her for her subsequent studies in business and her career in financial planning.