Ready to get started? Or have a question about investing?
Call me at 416-332-3863 or email me at firstname.lastname@example.org
Executive Assistant to Allan Small
416 412 4319
Social Media & Administrative Assistant
416 332 6762
416 412 4261
Our Client Service Commitment To You
We are committed to delivering exceptional client service to our clients while we work hard to help you meet your financial objectives. At the same time, we recognize that both of us have a role to play to ensure that our relationship is successful. This client service agreement outlines what you can expect from us, and what we expect from you.
What We Offer
We offer a complete range of financial planning services, including investment planning, retirement planning and estate planning. We also maintain relationships with an extensive network of professionals, including accountants and lawyers, should you require specialized services.
Who’s On The Team?
Apart from myself, your Investment Advisor, Maritza Lutchmedial (Executive Assistant), Frank Small (Administrative Assistant), and Randall Perando (Social Media & Administrative Assistant) are also available to assist you with any request or concern you may have.
When Will We Meet?
Once a year, we will schedule a face-to-face meeting for approximately one hour to review your portfolio’s progress and discuss any adjustments that may be needed. We are able to meet more frequently upon request.
When Will We Call Or Email?
We will touch base with you at least once every eight weeks by telephone or email to see if you have any questions regarding your portfolio or the stock and bond markets in general. In the interim, we encourage you to contact our office if you need to speak with us for any reason.
How Quickly Will We Respond?
Our team is committed to responding promptly within 24hrs of receipt of your email or phone call.
How Can You Learn More?
We send frequent information emails with brief updates on the stock and bond markets. In addition, you will be invited to attend our various client events scheduled throughout the year on topics of general financial interest.
What We Need From You
We expect you to describe your long-term goals and risk tolerance accurately, and to give us all the information we need to design an appropriate financial plan for you. We also expect you to inform us if your situation or objectives change in any way that will affect your financial plan.
We look forward to working with you for many years to come.
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.
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.
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!
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.
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.