Blog

Interview On MoneySense.ca

Recently, I was interviewed by MoneySense.ca after the volatility we've seen at the TSX.  They ran this article:  6 Mistakes Investors Make When Markets Tank. We discussed some of the mistakes people make including: trying to time the market, leaning too heavily on...

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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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Income For Retirees

It is difficult in general, to say what the best sources of yield or income are for retirees that are entering the drawdown stage of life. For many people, their investments provide the income they require to live life and pay their bills. However are the best sources...

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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.