I spoke with Paul Bagnell to discuss Canadian bank earnings, Facebook stocks and what should investors keep in mind when investing in technology stocks.read more
What are China’s options for retaliating against the US beyond tariffs? I joined Iain Grant last Sunday to discuss what does the US-China trade war mean to Canadian investors.read more
Will the markets continue to climb? I joined Iain Grant to discuss why investors should never time the market. We also answered your questions on how to manage your portfolio, cost of investing and more financial advice.read more
How will the US-China trade war affect Canadian investors? Listen to my interview with Libby Znaimer as we discuss the recent news on President Trump’s new tariff threat on China.read more
I spoke with Ross Marowits to discuss oil prices and interest rates. How will these affect the current stock market? Check out my interview with Canadian Press.read more
What should you look for in a good investment advisor? I joined Iain Grant to discuss the current stock market levels and why we are not headed for a recession in the near term despite talks of an inverted yield curve.read more
January to March 2019 was the one of the best quarters in nearly a decade. What does this mean for investors going forward?read more
I joined Paul Bagnell to discuss whether investors should invest in stocks or bonds. We are also joined by Pattie Lovett-Reid to discuss the case for changing the retirement age.read more
I spoke with Libby Znaimer to discuss what is next for the markets after completing one of the best first quarters in 10 years. Should investors still be concerned? Are we far from having recession? We also answered your questions on Retirement Income Fund Account, Tax Free Savings Account, and how to start investing in stocks.read more
How should investors approach IPOs? Iain Grant and I discussed the latest companies to go public, Lyft and Levi’s. Is it a good idea to invest in a company that just went public? We also discussed Boeing, Apple and the impact of President Trump closing the Mexican border.read more
Should we expect an overall positive outcome from the U.S.-China trade talks? How will these affect the Canadian stock market? Read my interview with The Canadian Press.read more
I joined Iain Grant to discuss your questions on managing your investment portfolio: Why understanding your risk tolerance is important? Can market volatility be good for investors? How do you know when a stock is of good value?read more
Should you be concerned about mutual fund fees? In this video, I discuss the cost of owning a mutual fund versus overall returns.read more
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
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.