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Ready to get started? Or have a question about investing? 
Email me at allan@allansmall.com or complete the form on the right, and I'll get back to you within 24 hours.


Allan Small FMA, FCSI

Senior Investment Advisor
Allan Small Financial Group
HollisWealth

      416 332 3863
      (Toll Free) 1 866 402 2641 ext 6602
      allan@allansmall.com
      Fax: 416 412 8046
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Administrative Assistants:

Maritza Lutchmedial  (Executive Assistant)
    416 412 4319
   maritza.lutchmedial@holliswealth.com

Randall Perando  (Social Media & Administrative Assistant) 
    416 332 6762
   admin.small@holliswealth.com

 

Frank Small  (Administrative Assistant)
    416 412 4261
   admin.frank@holliswealth.com

 


Offices:

2075 Kennedy Road, (5th Floor) Scarborough, ON M1T 3V3  Google Map
26 Wellington East, (Suite 900) Toronto, ON M5E 1S2  Google Map

 

Our Client Service Commitment To You

We are committed to delivering exceptional client service to our clients while we work hard to help you meet your financial objectives. At the same time, we recognize that both of us have a role to play to ensure that our relationship is successful. This client service agreement outlines what you can expect from us, and what we expect from you.

What We Offer

We offer a complete range of financial planning services, including financial planning, retirement planning and estate planning. We also maintain relationships with an extensive network of professionals, including accountants and lawyers, should you require specialized services.

Who's On The Team?

Apart from myself, your Investment Advisor, Maritza Lutchmedial (Executive Assistant), Frank Small (Administrative Assistant), and Randall Perando (Social Media & Administrative Assistant) are also available to assist you with any request or concern you may have.

When Will We Meet?

Once a year, we will schedule a face-to-face meeting for approximately one hour to review your portfolio's progress and discuss any adjustments that may be needed. We are able to meet more frequently upon request.

When Will We Call Or Email?

We will touch base with you at least once every eight weeks by telephone or email to see if you have any questions regarding your portfolio or the stock and bond markets in general. In the interim, we encourage you to contact our office if you need to speak with us for any reason.

How Quickly Will We Respond?

Our team is committed to responding promptly within 24hrs of receipt of your email or phone call.

How Can You Learn More?

We send frequent information emails with brief updates on the stock and bond markets. In addition, you will be invited to attend our various client events scheduled throughout the year on topics of general financial interest.

What We Need From You

We expect you to describe your long-term goals and risk tolerance accurately, and to give us all the information we need to design an appropriate financial plan for you. We also expect you to inform us if your situation or objectives change in any way that will affect your financial plan.

We look forward to working with you for many years to come.

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Phone: 416 332 3863
Toll Free: 1 866 402 2641 x6602
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, 5th Floor
Scarborough, ON M1T 3V3
Google Map

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