Will the Bank of Canada lower interest rates? Listen to our podcast as I discuss why interest rates have been unchanged for several months. We also answered your questions on the impact of U.S.-China trade deal on the markets and how Investment Advisors charge for their services.read more
With markets at all-time highs, are there still good quality, cheap stocks available to own? Should you be re-balancing your portfolio on a regular basis? Watch this video as I provide market insights and discuss bank, technology and telecom stocks.read more
How does the uncertainty in the U.S.-China trade deal affect North American stock markets? Check out my interview with The Canadian Press.read more
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.read more
Listen to our podcast as Iain Grant and I discuss the U.S./China trade deal and how will this continue to impact the markets. We also answered your questions on mortgage stress tests, housing and how these impact your investing strategy.read more
Check out my latest interview on cannabis stocks and TSX performance yesterday.read more
I was on BNN Bloomberg to provide market insights on various topics affecting the stock market today. We also discuss Netflix seeing more subscribers against the launch of Disney and Apple’s own streaming services.read more
Are ETFs the right investment for you? Read this article as we guide you on ETFs and their benefits to your investment portfolio!read more
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.read more
Why do Canadian investors have more domestic names in their portfolio than foreign? Check out my recent interview from The Globe and Mail as we discuss how to get past the home bias.read more
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.read more
I joined Paul Bagnell to discuss the latest news coming out of the White House and how it will affect the stock market. I also discussed oil and what to expect from the Federal Reserve.read more
Do Canadian elections have an impact on the stock market? I joined Iain Grant to discuss TSX reaching all-time highs and which investments have propelled the TSX to these highs.read more
Check out my latest article as I discuss the U.S.-China trade war.read more
Read my latest interview from BNN Bloomberg as I discuss the upcoming Federal elections.read more
Read my op-ed in the Toronto Sun on the economy and the ongoing trade war between the U.S. and China.read more
Should investors be concerned about the recent recession talk? Listen to the podcast as I answer your questions about U.S.-China trade talks, recession concerns and why September is a tough month for investors.read more
Check out my latest interview from Canadian Press as I discuss today’s markets, updates on U.S.-China trade talks, and news headlines affect the stock market.read more
Will the Bank of Canada cut interest rates before the end of 2019? I joined Barb DiGiulio to discuss bank earnings and if Canadian bank stocks are a good investment at this time.read more
Why the U.S. Federal Reserve should not cut interest rates? I joined Andrew Bell on the show to discuss the latest stock market action, trade talks, and why gold is volatile.read more
Do you buy when markets are falling or wait until you see things getting better before you invest? In this video, I discuss when investors should consider buying during volatile unpredictable times.read more
Is U.S.-China trade war changing into a currency war? I joined Iain Grant to discuss what a currency war is and why August has been such a volatile month.read more
How will the U.S.-China trade talks further impact the stock market? Check out my interview with The Canadian Press.read more
Why is it important to diversify your investments? How should you evaluate your own portfolio?read more
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.
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.
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!
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.
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.