Are stocks struggling to move higher? I joined Andrew Bell to discuss what it will take for the markets to move higher than the previous all-time highs.read more
When should investors adjust their portfolio? I joined Barb DiGiulio to discuss a few strategies and what to look for when building your investment portfolio. We also answered your questions on the US dollar, Facebook shares, cannabis stocks and more.read more
Will the market surpass the previous all-time highs? I spoke with Libby Znaimer to discuss the recent market action and when investors should buy stocks. We also discussed current events affecting the stock market including the recent U.S.-China trade talks, SNC-Lavalin shares and more.read more
How has the recent U.S.-China trade talks affected the stock market? Is it still a good time to buy stocks? Check out my interview with The Canadian Press.read more
Last Sunday, Iain Grant and I discussed the impact of a U.S.-China trade deal and why we are not in an earnings recession.read more
I spoke with Barb DiGiulio discussing Canadians’ bad habit of borrowing beyond their means and using their home as an ATM machine.read more
Find out about the latest stock market action and read about my latest interview with The Canadian Press.read more
Will the stock market continue to rise as U.S.-China trade talks continue? Read my latest interview from The Canadian Press.read more
Why are Facebook shares rising? I joined Iain Grant to discuss January’s market rally and why it is always a good time to invest in the stock market. We also answer your questions on technology stocks and provide tips on investing in cannabis stocks.read more
How significant is a U.S.-China trade agreement for the stock market? I joined Paul Bagnell to discuss how a new trade agreement can affect investors and their investment portfolio.read more
Has the stock market already recovered from the December fall in 2018? Listen to my interview with Libby Znaimer discussing the current market rally. We also answer your questions about RRSP, TFSA withdrawals, and first-time investments.read more
Check out my most recent Canadian Press article discussing the latest market action and what I am watching going forward.read more
What types of investments should you be owning in your RRSP? I spoke to Iain Grant discussing why the markets have become more positive and why investors should start adjusting their portfolios.read more
Financial Post – Three Strategies To Pick The Right Stocks For Your RRSP, With A Nod To Warren Buffett
Where should you invest your RRSP dollars? Here are three strategies to keep in mind before you buy stocks for your RRSP.read more
I joined Paul Bagnell from BNN Bloomberg to discuss Canadian and US oil stocks and why it is not time for investors to be overweight oil stocks.read more
I joined Barb DiGiulio to discuss the latest market trends and what investors are thinking at this time. RRSP season is here and with the market selling off at the end of 2018, is this a great time to invest into your RRSP?read more
It’s RRSP season once again and I was back on Zoomer Radio discussing RRSPs and TFSAs. Which account should you be investing in?read more
Are mutual funds a good investment for you? Here are the top 2 reasons why mutual funds can be a good investment.read more
Should you sell stocks at the start of the year?read more
Is now the perfect time for investors to buy more stocks?read more
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.read more
Yes, growth seems to be slowing and we appear to be in the late innings of the longest bull market in modern history–and that’s OK. There are reasons to be cautiously optimisticread more
Are investors looking forward to 2019? I joined Iain Grant to discuss the effects of the trade war, weakening of the Trump bump, volatility in Cannabis stocks and valuation of Tech stocks.read more
When should you sell a stock? Check out my recent interview as we provide advice on how to navigate the stock market with caution.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.