It's no secret that market volatility has many investors concerned about how to best protect their wealth. According to research commissioned by the Investment Funds Institute of Canada (IFIC), it's also true that investors working with trusted financial advisors are...read more
At least I'm not losing any money! That's a common refrain I hear from people who have chosen to invest in Guaranteed Investment Certificates (GIC). But is that actually the case in this historically low interest rate environment? In a word, No. People often forget to...read more
Life expectancies in Canada have been on the rise for the past few decades. The latest Statistics Canada report reveals the average life expectancy is now 80 for men and 84 for women. Put another way, that means we should be preparing to live 15 to 20 years beyond our...read more
Friday, I sat down with Amber Kanwar from BNN. We discussed M&A in the semiconductor and energy sectors, the Canadian transportation / rail market, as well as how the largest Canadian banks are doing during these more challenging economic times. We also discussed...read more
Yesterday, I sat down with Michael Hainsworth at BNN to discuss the U.S. markets, the US Jobs Report, and where interest rates may be headed later this year. We also chatted about the financial, oil and biotech sectors. Watch the full interview here.read more
This past Monday, I spoke with Frances Horodelski on Business Day AM at BNN about the bull market and why I believe it will continue for some time. See the full video on BNN here.read more
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...read more
This past Friday I spoke with with Greg Bonnell from BNN's The Close. We discussed the wild 5 day ride in the markets, the continuation of the bull market, low interest rates, governments remaining accommodating, and oil. Watch the full video here.read more
In an interview with MoneySense.ca published on March 5, 2015, we looked at the portfolio of a couple planning to retire in 2016. Check out the problem and the fix that provided a balanced portfolio with better returns and income, and less risk.read more
Today, I spoke with Frances Horodelski on Business Day AM at BNN about expectations for the month ahead and why I see value in the big five banks. We covered the banks, China, interest rates, and inflation. See the full video on BNN here.read more
With RRSP season upon us, many investors are trying to decide whether they should be putting money into their RRSP. Over the past few weeks, several have asked me whether RRSP investments make sense or should they consider depositing money into a tax free savings...read more
February 6 on BNN's Business Day AM with Frances Horodelski, we discussed how investors can strategize their portfolios in a low oil environment. Key areas discussed included: growth in full time jobs, low Canadian dollar, opportunities outside of Canada still...read more
The Market Volatility Continues The last hour of every trading day lately seems to provide investors with that roller coaster feeling. With each hour of every day, the market seems to take on a new identity. Depending on who said what or what the rumour du jour seems...read more
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...read more
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...read more
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...read more
In an interview with Gary Marr from the Financial Post yesterday, we discussed the RRSP dilemma - debt or money for retirement? For many people, paying down debt comes first. But for some, with lines of credit at barely 2.5%, they don't realize they could take that...read more
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...read more
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...read more
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...read more
During an appearance on The Morning Show on Global Television, we discussed the question of why are investments one of the few things people don't purchase when they are on sale? Given how much people love buying things on sale, it seems to be such a surprising...read more
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...read more
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...read more
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...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.