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
Why you should stay invested despite the market volatility during the pandemic? Check out my latest interview with Canadian Press as we discussed the latest stock market action.
What is contrarian investing and why has it been successful in the past? Listen to my Sunday Money Show podcast as we discuss recent U.S. / Canadian job numbers and how some seniors find it more difficult to manage their money in retirement as compared to saving for retirement.