About Allan Small
Thanks For Visiting
Hello, I’m Allan Small – Senior Investment Advisor of the Allan Small Financial Group with iA Private Wealth, a trademark and business name under which iA Private Wealth Inc. operates, and an Insurance Advisor with Hollis Insurance. I’m a designated Financial Management Advisor (FMA) and have the Fellowship of the Canadian Securities Institute (FCSI) designation as well. I’ve been helping clients understand, manage, and grow their portfolios for over 20 years. I know I can help you purchase the best products and create the right plan to help execute your investment strategy – no matter what stage of life you’re at.
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.
My clients say they work with me because I understand the markets and can share valuable knowledge with them while helping manage their portfolios. I am in contact with my clients regularly and easily approachable at all times. I build portfolios that meet my clients individual needs and objectives. I appreciate their confidence and trust.
I offer a one hour complimentary portfolio review (including individual recommendations and analysis on your current portfolio) if you are looking for a second opinion. There is no commitment involved. After our discussion, if we both believe we would benefit by working together, we can move forward at that point. To set up a Portfolio Review, or to read about my investing philosophy, please contact me directly at 416 332 3863 or at firstname.lastname@example.org
A Few Other Facts
Senior Investment Advisor, iA Private Wealth – 2002 – present
Investment Advisor, Edward Jones – 1999 to 2002
Financial Advisor, Royal Bank – 1997 to 1999
Different media outlets often call on me to share my insight into the markets. I appear regularly on BNN Bloomberg, CP24, Global News, The Sunday Money Show on NEWSTALK1010 Radio, and 680 News. I am also frequently interviewed by Canadian Press.
I am the author of How To Profit When Investors Are Scared – a guide to smart investing
I’m a proud University of Toronto Graduate
BSc Psychology – Class of 1997
I’m married with four young children, and I am an avid sports fan
I’m a member of Venture Sinai, an organization made up of young philanthropists committed to raising money for the Mount Sinai Hospital and its research institute. I am also the past treasurer of Hillcrest Progressive School.
About iA Private Wealth
iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.