In this video, we break down the key factors you should consider when choosing an advisor, why experience matters more than certifications, and how to ask the right questions to find the best fit for your financial goals.
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My approach to investing is straightforward. I study the markets, global economies and what’s happening within industries to be in a position to best help my clients find good quality investments that will help them meet their goals. I build custom portfolios for each client. I welcome you to call me at 416-332-3863 or email me at allan@allansmall.com.
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