Blog

The Sunday Money Show – March 10, 2019

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.

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Zoomer Radio – Financial Advice

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.

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Zoomer Radio – RRSP Season

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.

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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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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.