Blog

The Sunday Money Show – December 1, 2019

How did Black Friday affect the stock market performance? Do retail stocks tend to rise this time of year? Listen to our podcast as Iain Grant and I answer your questions on the latest stock market action including Canadian bank stocks, Netflix versus Disney and more.

read more

The Sunday Money Show – November 17, 2019

Are recession worries starting to decline? Why the fear of missing out has replaced recession concerns? I joined Iain Grant to discuss the latest stock market action and why you should stay invested in the markets. We also discussed computer program trades and how more and more they affect the performance of our markets.

read more

The Sunday Money Show – November 3, 2019

Will the Bank of Canada lower interest rates? Listen to our podcast as I discuss why interest rates have been unchanged for several months. We also answered your questions on the impact of U.S.-China trade deal on the markets and how Investment Advisors charge for their services.

read more

The Sunday Money Show – October 6, 2019

Is October historically a bad month for investors? I joined Iain Grant to discuss favorable months for the stock market and why did the TSX climb so much in September. We also answered your questions on recent U.S./China trade talks and things to consider with REIT stocks.

read more

Perception VS Reality

How does people’s perception affect how they invest? At times it can be more powerful than reality. Check out my new YouTube video as I discuss the impact of your perception on portfolio management.

read more

Tips For Successful Investing

Do you buy when markets are falling or wait until you see things getting better before you invest? In this video, I discuss when investors should consider buying during volatile unpredictable times.

read more

What Our Clients Are Saying

Before I met Allan Small, I was in the workforce and invested with one of the major Canadian banks, my retirement portfolio was going nowhere. After investing with Allan Small, I am now retired and have a secure financial future.

Scarborough, Ontario

Allan Small has acted as our financial advisor for the past 10 years and during that time we have developed a relationship built on trust and honesty. With Allan’s expertise, our portfolio has produced excellent results on a consistent basis.

Toronto, Ontario

I’ve had the pleasure of using Allan’s services for over 10 years. The only thing that has impressed me more than his responsiveness and overall professionalism has been the results. Amazing! I’m looking forward to another 10 years of success!

Nobleton, Ontario

For the past 12 years my financial future has been in Allan’s capable hands. Allan is honest, trustworthy and dedicated. I trust his advice and guidance, and now in my senior years I am always encouraged by his optimism! Thank you Allan.

Thornhill, Ontario

As a young investor, it's extremely comforting knowing my financial future is in the safe and fruitful hands of Allan. He's honest, transparent, dedicated to his craft, and he always responds - even on a beach vacation.

Toronto, Ontario

Book A Portfolio Review Today

I have many successful clients that are serious about investing for long term growth. They work with me because of my straightforward, honest, no-nonsense approach to investing. Contact me today to discuss how I can help you grow your investment portfolio.