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Allan Small is the Senior Investment Advisor with the Allan Small Financial Group at iA Private Wealth, a trademark and business name under which iA Private Wealth Inc. operates. He is also an Insurance Advisor with iA Private Wealth Insurance.
A designated Financial Management Advisor (FMA) who also holds the Fellowship of the Canadian Securities Institute (FCSI), Allan has spent more than 25 years helping clients understand, manage, and grow their portfolios. Whatever stage of life you're at, he can help you choose the right products and build a plan to execute your investment strategy.
Allan's Approach
Sound advice. Great service. A proven strategy.
Investing isn't gambling.
Allan is a bottom-up value Investment Advisor who provides sensible advice.
Buy good value. Hold with patience.
Allan uses fundamental and technical analysis to identify quality companies trading at good value. He holds investments until his target price is reached, then begins selling to realize profits.
A finger on the pulse, always.
Markets move quickly. Allan monitors them closely so he can spot trends early and advise clients of risks and opportunities.
Unbiased access to the full market.
Allan has access to a wide range of products without bias toward any of them. He builds every portfolio from the ground up to meet each investor's objectives, risk tolerance, and time horizon.
Working with Allan
Why clients choose Allan.
Allan helps individuals and families understand the markets, build disciplined investment strategies, and grow their portfolios with confidence. Known for his approachable style and clear communication, Allan works closely with his clients to develop investment plans tailored to their goals and stage of life.
Allan's clients say they work with him because of his deep understanding of the markets, his willingness to share his knowledge while managing their portfolios, and because he stays in regular contact and is easy to reach. Allan deeply values the confidence and trust his clients place in him.
Truly customized portfolios
Every recommendation Allan makes is client-specific. Allan does not categorize investors into groups and hand them all the same portfolio.
Markets watched closely
Spotting trends quickly matters. Allan keeps a close eye on the markets so he can advise his clients in a timely way.
The final decision maker
When you work with Allan, you're always dealing with the person making the call on your portfolio.
Education and transparency
Allan doesn't just recommend investments, he explains what you own and why. He provides full transparency, including on fees.
A second opinion, on the house.
Allan offers a one-hour complimentary portfolio review, including individual recommendations and analysis on your current holdings, if you're looking for a second opinion. There is no commitment involved. After the conversation, if you both believe working together makes sense, you can move forward from there.
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Published author
Allan is the author of How To Profit When Investors Are Scared, a practical guide to smart investing.
Learn more about the book →Education
A proud University of Toronto graduate — Bachelor of Science in Psychology, Class of 1997.
Family man
Allan is married and a dedicated father of four. He's an avid sports fan when he isn't watching the markets.
Industry experience
More than 25 years guiding Canadian investors.
Senior Investment Advisor
iA Private Wealth
Investment Advisor
Edward Jones
Financial Advisor
Royal Bank
A trusted voice in Canadian finance
Media outlets across the country regularly call on Allan to share his perspective on the markets.