HollisWealth

About Allan Small

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 the Fellowship of the Canadian Securities Institute (FCSI) designation as well.

I've been helping clients understand, manage, and grow their portfolio's for over 18 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

My clients say they work with me becauseI 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.

Portfolio Review

I offer a one hour complimentary portfolio review (including individual recommendations and analysis on your current portfolio) if you are looking for a second opinion. There is no commitment involved.  After our discussion, if we both believe we would benefit by working together, we can move forward at that point.   To set up a Portfolio Review, or to read about my investing philosophy, please contact me directly at 416 332 3863 or at This email address is being protected from spambots. You need JavaScript enabled to view it.

A Few Other Facts

  • Industry Experience:
    • Senior Investment Advisor - HollisWealth (formerly DundeeWealth) - 2002 - present
    • Investment Advisor, Edward Jones – 1999 to 2002
    • Financial Advisor, Royal Bank – 1997 to 1999
  • Knowledge / Expertise
    • Different media outlets often call on me to share my insight into the markets. I appear regularly on BNN (Business News Network), CP24, Global News, SUN News TV, and 680 News.
  • Book Author
  • Education
    • I'm a proud University of Toronto Graduate (BSc-Psychology) Class of 1997
  • My Family
    • I'm married with four young children, and I am an avid sports fan
  • Volunteer/Philanthropy
    • I'm a member of Venture 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.

What Clients Are Saying

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

  • 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
  • Mr. 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
  • 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
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Meet Allan Small

Recent Articles & News

Phone: 416 332 3863
Toll Free: 1 866 402 2641 x3863
Fax: 416 412 8046
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

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2075 Kennedy Road, Suite 500
Scarborough, ON M1T 3V3
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1 Adelaide Street East, 27th Floor
Toronto, ON, M5C 2V9
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