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 – S&P/TSX Composite Sets New Record Highs As U.S. Stock Markets Mixed
Check out my interview with Ross Marowits from The Canadian Press as I discuss the latest stock market action, investors’ concerns on U.S.-China trade deal, technology stocks and more.
The Sunday Money Show – January 12, 2020
How do geopolitics impact individual investments? Listen to our podcast as Iain Grant and I discuss how the latest tensions between the U.S. and Iran can affect your portfolio and whether it is a good time to buy stocks like Apple.
Investing Is Not Gambling
Check out my new YouTube video on why investing is not gambling. Hope is not an investing strategy. From a number’s perspective, there is always a sensible strategy available.