According to a study commissioned by the Investment Funds Institute of Canada, people who work with Financial Advisors generally have more investable assets than their counterparts with no advisor – regardless of income, and they feel twice as confident that they will have enough money to retire.
I’m Allan Small. I’ve been advising clients and building custom portfolios for them for over twenty years. I have access to a wide range of investment products and every portfolio is designed with the best investments to meet your specific individual needs and risk tolerances. There are no shortcuts or cookie cutter solutions. I study the markets and the global economy continuously, and I personally advise / work with my clients.
Learn more about the Allan Small difference and how I can help you invest your money!
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Latest Posts / Podcasts / Videos
Learning how to budget and invest equips kids with knowledge and skills required to manage their money effectively, and thankfully, schools are finally adding these financial literacy topics to the curriculum for the very first time. But will you be prepared to answer your kids’ inevitable questions at home?
How investors’ emotions during the pandemic affect their investment decisions? Listen to my Sunday Money Show podcast as we discuss the emotional investor swings in 2020 and where things are heading. We also answered your questions on airline stocks, what is a K-shaped recovery, Bank of Canada, and more.