FB

The Zoomer TV – Tax Season & Retirement Planning

by | Feb 27, 2018 | Interviews

I joined Libby Znaimer together with financial specialists to discuss today’s investments and retirement planning. We also covered the following topics: What investors should be doing in volatile times? Can an investor afford to be in a high risk investment (e.g. investing in cannabis stocks)? What are the benefits of RRSP and TFSA accounts?

Click here to watch the video >

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

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

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

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

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.

Book Now

Phone: 416 332 3863
Toll Free: 1 866 402 2641 x6602
Fax: 416 412 8046
Email: allan@allansmall.com

LOG INTO YOUR ACCOUNT

2075 Kennedy Road, 5th Floor
Scarborough, ON M1T 3V3
Google Map

26 Wellington East, Suite 900
Toronto, ON M5E 1S2
Google Map

linkedin

twitter

facebook

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.

This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.