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?
Early On The Career Path
With your career going strong and some money to invest, we can help you to get started in building the path to short and long term financial success. Learn more >
Prime Earning Years
You’re doing well and are thinking about saving for the future, whether it’s planning for your kids post-secondary education or ensuring you have the financial means to live the lifestyle you desire in retirement. Learn more >
Stress Free Retirement
You’ve built your nest egg and now are focused on protecting what you’ve built, while also continuing to grow your portfolio. It’s important you have the income you need for your retirement lifestyle. Learn more >
Latest Posts / Podcasts / Videos
Opening the economy means learning to live with COVID-19
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.
The Sunday Money Show – July 26, 2020
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.
How to choose a financial advisor?
Many ask the question, how do you find a good investment advisor? In this video, I discussed the things you should ask an investment advisor to make an informed decision.