Wine Tasting Sips & Investment Tips 2015


We had a great turnout for our annual wine tasting event on January 22, 2015 at Quince Bistro in Toronto.

Joining us were some of my current clients and some new people - all interested in learning about the potential pitfalls that could derail the market rally in 2015.  We had a good discussion about what investors can do to try to avoid potential headaches, and there were lots of questions – especially about the current drop in interest rates.

I look forward to helping all my current and prospective clients build solid investment strategies to grow their money.  Whether you're just starting to invest, in your prime earning years, or enjoying retirement - I can help you build a portfolio to reach your financial goals.  Call me today if you have any questions about the markets or would like a second opinion on your investments.


What's Next For The Canadian Dollar?


Yesterday on a Global News panel, we discussed what the Canadian dollar will do next as the price of oil continues to plunge.

The impact of the Bank of Canada's interest rate cut to .75% brought the dollar down to 81.1 cents US overnight, but equity markets liked the cut and the TSX increased to 14,662.42.  Depending on whether the banks end up lowering their prime rate - it may increase small business borrowing to drive the economy forward.  Should you be investing in the US markets right now?  And going forward - what can we expect in interest rates and mortgages?

Watch the Global News Panel interview here.

RRSP Dilemma: Pay Down Debt Or Squirrel Your Money Away For Retirement?

In an interview with Gary Marr from the Financial Post yesterday, we discussed the RRSP dilemma - debt or money for retirement?  For many people, paying down debt comes first.  But for some, with lines of credit at barely 2.5%, they don't realize they could take that money and even at a low-risk investment of 3% or 4%, basically double it. 

For many people who have mortages with rates below 3%, it's important to discuss other investing options.  With my clients, we always work on deciding how they can have enough money / cash flow to put away money for a long-term investments.

Read the full article in the Financial Post here.

Interview On MoneySense.ca


Recently, I was interviewed by MoneySense.ca after the volatility we've seen at the TSX.  They ran this article:  6 Mistakes Investors Make When Markets Tank

We discussed some of the mistakes people make including: trying to time the market, leaning too heavily on fixed income, flocking to gold as a safe haven, trusting talking heads on tv, chasing hot investments, and planning to make money quickly.

Wine Tasting Sips & Investment Tips


Join me for an evening of great wine in Uptown Toronto and also gain some investment insights that could help you in 2015.

Learn about the potential pitfalls that may derail the current bull market and create investor pain. We’ll also talk about how to avoid these potential headaches and protect your portfolio against the ups and downs of the market.

January 22, 2015
6:30 pm to 8:30 pm
Quince Bistro2110 Yonge Street (Yonge / South of Eglinton)
Toronto, ON

Rosa Forgione, Regazzi Wines & Spirits will provide guests with a variety of great international wines. 

RSVP by January 15 to This email address is being protected from spambots. You need JavaScript enabled to view it.

Why Don’t People Buy Investments When They Are On Sale?


During an appearance on The Morning Show on Global Television, we discussed the question of why are investments one of the few things people don’t purchase when they are on sale? Given how much people love buying things on sale, it seems to be such a surprising contradiction. Many people will happily purchase something in a store that is 30 per cent off and talk about what a great bargain they found. They often feel extremely lucky that they have gotten something for such a great deal.

But when it comes to investments that are on sale, people tend to do the opposite and often take a pass. They wait until the price is rising and end up buying at a higher price (which isn’t what they want to be do). As you’ll see in this interview, we discuss some of the factors behind this reluctance and how, despite the mantra that you should ‘buy high and sell low’, many people do the exact opposite. How can you break this cycle and what steps you can take to decide when is the right time to make an investment?

Many turn to gold as a safe investment in turbulent times. But is that really a safe investment?

All of these topics are addressed in this interview. I hope you enjoy it.

Meet Allan Small

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