Hello, I'm Allan Small - Senior Investment Advisor of the Allan Small Financial Group with HollisWealth. I'm a designated Financial Management Advisor (FMA) and have a Fellowship of the Canadian Securities Institute (FCSI) designation as well.
I've been helping clients understand, manage, and grow their portfolio's for over 15 years. I know I can help you purchase the best products and create the right plan to help execute your investment strategy - no matter what stage of life you're at.
My clients say they work with me because I understand the markets and can share valuable knowledge with them while managing their portfolios. I am in contact with my clients regularly and easily approachable at all times. I build portfolios that meet my clients individual needs and objectives. I appreciate their confidence and trust.
A Few Other Facts
Knowledge / Expertise: Different media outlets often call on me to share my insight into the markets. I appear regularly on CTV Newsnet, BNN (Business News Network), CP24, SUN News TV and 680 News. I have also appeared on CBC Newsworld Radio and CFRB 1010 Radio as a guest Investment Advisor providing insight and opinions on various investment ideas. I also wrote a weekly column for the Metro Newspaper which was read online each week across Canada.
Education: I'm a proud University of Toronto Graduate (BSc-Psychology) Class of 1997
Industry Experience: Investment Advisor, Edward Jones – 1999 to 2002; Financial Advisor, Royal Bank – 1997 to 1999
My Family: I'm married with three young children, and I am an avid sports fan
Volunteer/Philanthropy: I'm a member of Leadership Sinai, an organization made up of young philanthropists committed to raising money for the Mount Sinai Hospital and its research institute. I am also the treasurer of Hillcrest Progressive School.