Blog: Investing

Year End Recap 2018

2018 has been one heck of a ride for investors, with the first part of the year taking us to ever greater heights only to see the fall plunge us back to ground zero wiping out double digit gains.

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Is The Trump Bump Ending?

The term rollercoaster is coming up more and more in media reporting about the ride investors have been on recently. That ride was all about ascending from the moment it was announced Donald Trump would be the next president of the United States back on November 8,...

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Wild Market Swings & Why We’re Still OK

When the Dow Jones plunged more than 1,000 points twice during the second week of February, it took investors into correction territory and a new reality. The smooth nine-year climb of the markets is over. Maybe. Markets have already regained much of those losses....

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Investors: Beware Of The Disruptors

Apple, Amazon, Google and Facebook have replaced Exxon, GM and GE as the largest companies in the world. In my opinion, Apple is fast approaching a market capitalization of $1 trillion. Tech Companies Changing The Way We Live, Work, & Communicate Think pieces...

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Will The Markets Keep Rising?

Minus a few blips along the way, stock markets have gone steadily up since the depths of the financial crisis in March 2009. This has some investors worried. After all, what goes up must come down. However, while that's typically true, the fact is the markets have...

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Investing In Your Corporation

With no immediate end in sight to record-low interest rates, it's time to think seriously about how to put your excess cash to work and build wealth effectively. For example, if you are an entrepreneur or professional and have incorporated your business, did you know...

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Will This Bull Market Continue In 2015?

With the U.S. just celebrating their 6 year anniversary of the current bull (positive) market run, many investors are wondering can the rally in the equity (stock) markets continue? I have heard many investors and analysts say that the equity markets both here and in...

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Qualities Of A Good Advisor

The Canadian and U.S. markets continue to be as volatile as they ever have been. Whether it is geopolitical tensions between Russia and Ukraine, terrorist activities around the world, or the price of oil and commodities falling sharply, the current volatility is here...

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Wine Tasting Sips & Investment Tips 2015

We had a great turnout for our annual wine tasting event on January 22, 2015 at Quince Bistro in Toronto. Joining us were some of my current clients and some new people - all interested in learning about the potential pitfalls that could derail the market rally in...

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What’s Next For The Canadian Dollar?

Yesterday on a Global News panel, we discussed what the Canadian dollar will do next as the price of oil continues to plunge. The impact of the Bank of Canada's interest rate cut to .75% brought the dollar down to 81.1 cents US overnight, but equity markets liked the...

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Growing Your Portfolio In Uncertain Times

Volatility in the current stock markets has left many investors puzzled about their next steps. Is it possible to grow your portfolio? Are there opportunities to invest? Today, the days of the buy and hold strategy are gone. Ask yourself: Are the investments being...

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Wine Tasting Sips & Investment Tips

Join me for an evening of great wine in Uptown Toronto and also gain some investment insights that could help you in 2015. Learn about the potential pitfalls that may derail the current bull market and create investor pain. We'll also talk about how to avoid these...

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A Great Time To Be An Investor

Now that the Federal Reserve has made their announcement of QE3, what is the next event to take this market to the next level? We have seen the major North American stock markets rally with the expectation of Fed stimulus in both Europe and the United States and the...

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North American Markets Show Their Resiliency

How resilient have the North American markets been over the past few months? Many investors and analysts have been speaking recently about how the stock markets in the U.S. and Canada have struggled this past quarter. I on the other hand look at it differently! I...

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Buy The Dips And Sell The Rips

Buy the Dips and sell the Rips! A phrase I heard from a trader this past week. Buying investments after they have come down (Buy the Dips) and selling them once they have moved higher (Sell the Rips); this is what many traders apparently are doing over the last few...

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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.

Scarborough, Ontario

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.

Toronto, Ontario

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!

Nobleton, Ontario

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.

Thornhill, Ontario

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.

Toronto, Ontario

Book A Portfolio Review Today

I have many successful clients that are serious about investing for long term growth. They work with me because of my straightforward, honest, no-nonsense approach to investing. Contact me today to discuss how I can help you grow your investment portfolio.