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
How will the markets react to either a Republican or a Democratic President in the white house? Check out my latest Canadian Press interview as we discuss the latest stock market action.
Are investors more positive now that the U.S. election has passed and with the announcement of COVID-19 vaccines? Listen to my Sunday Money Show podcast as we discuss the market reaction to the U.S. election, cannabis stocks, and COVID-19 vaccines.