Allison Morgan

Allison Morgan

Royal Bank of Canada

Allison Morgan is an RBC professional with 30+ years banking experience, including 10 years working with business owners on North Vancouver Island.  Allison and her team help business owners find creative solutions to meet their goals by using a wide variety of both internal RBC partners and Community partners.  Allison is also a member of the Community Futures board of directors which allows her the unique opportunity to look at your business not only from a banker’s view but also a community lens.
Allison works with a team of 10 dedicated RBC professionals who work hard to help business owners thrive in our North Vancouver Island communities. Our goal is to help busy business owners find a simpler way to do their banking, which includes access to financing. At RBC we have a wide and diverse group of professionals within our organization. By using a collaborative approach with all of our RBC experts business owners have a specialist whenever they need one.
 

 

1-1 Expert Advisor: Managing Your Money

Areas of expertise:

  • Managing business and personal banking needs of business owners
  • Financial advice for small business through the complete business cycle
  • Business and personal financing
  • Providing sound advice for making a business “bankable”

Examples of questions Allison can answer:

  •     How can I maximize my banking while minimizing my costs
  •     What does a bank look for when applying for business loans
  •     How can I do all my business banking on line
  •     What are my financing options