Allen Lin, B.Sc., CFP®
Co-Founder & Lead Financial Planner
Allen is a Certified Financial Planner® professional with over a decade of experience in the financial planning industry. CFP certified since 2013, he is an active member of Advocis and brings a strong commitment to professional standards, ethical practice, and high-quality planning.
Throughout his career, Allen has supported more than 100 financial advisors and contributed to the development of over 1,500 financial plans for clients. His work focuses on strengthening planning structure and financial strategies to support clearer, more meaningful client conversations. He also holds a life and health insurance license in British Columbia. Allen’s background combines deep technical knowledge with hands-on advisory experience. He understands the challenges both advisors and clients face when navigating complex financial decisions, and he takes a thoughtful, practical approach to planning that focuses on clarity, trust, and real-world application.
At CanPlan, Allen leads planning strategy, advisor development, and case-build support, ensuring that every plan is built with the end client in mind. He works closely with advisors to elevate the quality of planning work and help clients feel confident and informed at every stage of the planning process.
Lily Hang, MBA
Financial Planning Assistant
Lily works closely with advisors to help make the planning process clear, organized, and stress-free for clients. She supports client cases from start to finish, preparing planning inputs, coordinating documentation, and keeping things moving behind the scenes so advisors can focus on meaningful conversations and advice.
Her path into financial planning began in public accounting, where she spent four years working in financial audit at BDO and EY. That experience gave her a strong foundation in structure, accuracy, and professional standards, which now shows up in how she approaches planning work with care and attention to detail. She holds an MBA and is currently working toward her Certified Financial Planner designation. She’s drawn to financial planning because it sits at the intersection of numbers and people, and she enjoys helping turn complex information into something practical and easy to understand.
Outside of work, Lily enjoys hiking, running, and creative pursuits. She brings that same creative, thoughtful mindset into her work and believes good planning should feel approachable, not overwhelming.