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
Health experts have made it clear – there is no way to eradicate or even prevent every new case of COVID-19. Opening the economy and reducing federal debt means achieving a delicate balance. More in my latest blog post.
How have the markets responded positively to the latest news on COVID-19 vaccines? Listen to my latest podcast as we discuss the latest updates. We also answered your questions on how much technology stocks played a role in the rebound of the S&P 500 and more.