How Would Having More Money Change Your Life?
Let Me Help You Build A Custom Investment Portfolio.
How Would Having More Money Change Your Life? Let Me Help You Build A Custom Investment Portfolio.
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!
What Stage of Life Are You At?
Latest Posts / Podcasts / Videos
Why do Canadian investors have more domestic names in their portfolio than foreign? Check out my recent interview from The Globe and Mail as we discuss how to get past the home bias.read more
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
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.