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?

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 >

Worry 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

Canadian Press – TSX Flat Despite Surge By Cannabis Sector On Legalization Anniversary

Check out my latest interview on cannabis stocks and TSX performance yesterday.

The Sunday Money Show – October 6, 2019

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.

Perception VS Reality

How does people’s perception affect how they invest? At times it can be more powerful than reality. Check out my new YouTube video as I discuss the impact of your perception on portfolio management.

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.

Scarborough, Ontario

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.

Toronto, Ontario

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!

Nobleton, Ontario

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.

Thornhill, Ontario

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.