Alison Setton
Financial Advisor at Self-employed | Vancouver, British Columbia, Canada
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Alison Setton currently serves as a dedicated Financial Advisor, leveraging her extensive background in environmental engineering and her passion for innovative financial solutions to deliver personalized wealth management strategies. At her core, Alison believes that clients deserve transparency, integrity, and tailored advice that aligns with their unique financial goals and values. Her current role involves working closely with individuals and families to develop comprehensive financial plans that encompass investment management, multi-generational wealth transfer, and risk mitigation through insurance solutions.
Alison’s expertise in mutual fund dealing and her ongoing pursuit of the CFP designation enable her to provide sophisticated investment strategies, including TFSA optimization and sustainable investment options. She is particularly passionate about integrating her knowledge of clean energy strategies and environmental considerations into her clients’ portfolios, helping them align their financial objectives with their values for a more sustainable future. Her experience in recruiting and business coaching further enhances her ability to educate clients about financial literacy and empower them to make informed decisions.
Key projects include developing innovative financial planning frameworks that incorporate environmental, social, and governance (ESG) factors, and streamlining the delivery of financial services to improve client engagement and satisfaction. Alison’s commitment to continuous learning and her proactive approach position her as a trusted advisor in the evolving financial landscape. Her goal is to redefine traditional financial services by emphasizing transparency, ethical investing, and personalized client experiences, ultimately fostering long-term financial well-being for her clients.
Financial Advisor at Self-employed in November 2012 to Present
Principal at Setton Consulting Group in August 2010 to April 2012
Manager, Hydrogen Highway & Vancouver Fuel Cell Vehicle Program at Canadian Hydrogen & Fuel Cell Association in April 2004 to June 2008
Environmental Specialist at Vancouver Airport Authority in November 2003 to April 2004
Acting Manager, Community Relations at Vancouver Airport Authority in February 2003 to October 2003
Environmental Analyst at Vancouver Airport Authority in July 2000 to February 2003
Environmental Information Officer at Vancouver Airport Authority in December 1997 to July 2000
Engineer-in-Training at SCS Engineers in September 1996 to December 1997
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FP Canada, Certified Financial Planner, June 2026
Queen's University, MBA, June 2026
The University of British Columbia, BaASc, June 1991 to June 1996
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Financial Advisory
Independent Financial Advice
Clean Energy Strategies
Data Analysis
Team Building
Financial Analysis
Strategic Financial Planning
Business Strategy
Project Planning
Analysis
Process Improvement
Business Planning
Team Leadership
Risk Management
Research
Management
Budgets
Business Development
Life Insurance
Leadership
Insurance
Mutual Funds
Fixed Annuities
Finance
Talent Acquisition
Recruting
Investment Strategies
coaching
Multi-generational wealth transfer
Financial Recruiting
Intergenerational Wealth Transfer
Client Education
Universal Life
Personal Finance
Term Life Insurance
Investment Management
Health Insurance
Business Coaching
Business Networking
Asset Management
Property & Casualty Insurance
Disability Insurance
Whole Life
Sales
Wealth Management
RRSP
TFSA
RESP
Key Person Insurance
Financial Services
Stakeholder Relations
Contract Negotiation
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Discover more about Self-employedWhat is Alison Setton email address?
Email Alison Setton at [email protected] and [email protected]. This email is the most updated Alison Setton's email found in 2026.
What is Alison Setton phone number?
Alison Setton phone number is 778-999-5748.
How to contact Alison Setton?
To contact Alison Setton send an email to [email protected] or [email protected]. If you want to call Alison Setton try calling on 778-999-5748. (updated on June 05, 2025)
What company does Alison Setton work for?
Alison Setton works for Self-employed
What is Alison Setton's role at Self-employed?
Alison Setton is Financial Advisor
What industry does Alison Setton work in?
Alison Setton works in the Financial Services industry.
Alison Setton Email Addresses
Alison Setton Phone Numbers
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