Reports show Canadians pay some of the highest fees in the world to manage their mutual fund investments, according to a story in the National Post. And while it's true Management Expense Ratios can run between 2% and 3%, it is also true that in life you get what you...read more
When the stock market falls, people tend to panic. Watch this Q&A with Allan Small to learn what are the steps you should be taking. I welcome you to call me at 416-332-3863 or email me at firstname.lastname@example.org for a free one hour portfolio review.read more
You don't have to be. There are many questions when deciding how to invest and planning for retirement. Watch the Q&A with Allan Small regarding important factors to consider. I welcome you to call me at 416-332-3863 or email me at email@example.com for a free...read more
Geopolitical unrest, acts of terror, tsunamis and tornados, crashing currencies, stalled growth and falling commodity prices can all create fear among investors. And that fear typically pushes markets downward. In today's era of social media and the 24-hour news...read more
When markets spiral down, investors have traditionally sought shelter in gold. That faith is misplaced. Research from CNBC shows that when the S&P 500 or the Dow are down 6% in a week, gold trades negative the majority of the time. When the Chinese market is down...read more
It's been a disastrous start to 2016 from a markets perspective. The TSX, The Dow Jones Industrial Average, The Nasdaq Composite, Stoxx Europe 600, the Shanghai Composite Index have all entered bear-market territory. These are the facts. The big question is Why?...read more
Too often, investors hold too many investments thinking it's the best way to spread the risk and protect their wealth. While it is absolutely true that diversification is key to a successful portfolio, you don't have to be everywhere. Over-diversification can work...read more
This morning I discussed with Amber Kanwar at BNN that the depth of the equity market losses so far this year don't make sense. Stocks have been trading like there's a recession and it's time for investors to take advantage of the fall and look for buying...read more
Stock markets got off to a tumultuous start in the first trading day of the year as a sharp decline in China triggered a sell-off that spread worldwide. Watch the CityNews news story by Amanda Ferguson and my thoughts on today's market selloff.read more
Put simply, actively managed mutual funds are the result of the work of their managers. It's the manager that researches the huge number of investment products available and then chooses and buys the ones that best reflect their investment style. As an investor, you...read more
Of course, as a smart shopper, you want to buy clothes, shoes, cars, furniture, travel--you name it--when it's on sale. It's just good sense. Everyone likes to get a deal. So you check the item to make sure there are no holes, tears or any other type problem and make...read more
Investors are typically defined by their risk tolerance, age and time horizon until retirement--all key characteristics of your investing profile. Less understood but perhaps more important is to know your preferred style of investing. Understanding your investment...read more
I'm sure a number of you are finding retirement different from what you expected. It's always interesting to compare the world we live in with the world we anticipated it was going to be. Who could have foreseen an era of ultra-low interest rates? While low rates can...read more
Great conversation with Michael Hainsworth today on BNN's The Close. We discussed the markets, interest rates, and the technology, banking, and biotech sectors. Watch the full interview here.read more
For many retirees, one of the first investment strategies they likely ever heard was the â€˜buy-and-hold approach to investing. You will likely remember this simple concept - people purchase investments and hold them for an extended period of time, riding through the...read more
I sat down to speak with Mark Bunting at BNN. We spoke about the economy, a broad range of market sectors including: energy, manufacturing, biotech, and the banks - and also where I look for investments outside Canada. Watch the full video here.read more
The single largest intergenerational wealth transfer in human history is about to take place. Over the next 40 years, baby boomers will pass an estimated $40 trillion to millennials. How You Transfer That Wealth Is Critical How you transfer that wealth is...read more
This morning I sat down with Paul Bagnell from BNN. We discussed the markets, current volatility, the automotive and banking sectors, and why the markets are likely to move higher in Q4. Watch the full interview here.read more
Over the last few years, creating portfolios specifically tailored to the needs of retired investors has become more complex. The days of buying an investment and holding it for the long term are long gone. With volatility as prevalent as it is today, and with all the...read more
Friday, I sat down with Amber Kanwar from BNN. We discussed the value in Canadian banking stocks, the recent purchase by BMO of General Electric's Transportation Finance Division in the U.S, and the opportunities in the financial sector. Watch the full interview...read more
Investors watched as the markets plummeted yesterday, but then rallied back by end of day. I had the opportunity to speak with a number of news outlets about the volatility in the markets, the impact on investors - and how these represent buying opportunities. CBC...read more
Yesterday, I spoke with Greg Bonnell at BNN and discussed China's lagging growth, selloffs in the tech sector, investors looking for growth in new areas, and the TSX over this last week. Watch the full interview here >read more
Yesterday, I sat down with Michael Hainsworth at BNN to discuss why buying in this market is difficult. We covered selloffs in the banking group, interest rate cut impacts, energy and tech sectors, and value vs momentum investing. Watch the full interview here >read more
The answer to this fundamental question is what will allow you and your investment advisor to design the ideal portfolio for your retirement. While many financial institutions and advisors rely on ready-made portfolios based on risk tolerance, I believe there is a...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.