Allan Small is a Senior Investment Advisor with iA Private Wealth, a trademark and business name under which iA Private Wealth Inc. operates. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.
Allan builds portfolios specifically tailored to the individual goals of his clients. A trusted advisor with 24 years of experience who puts his customers’ needs first, Allan brings an unbiased approach to managing his clients’ investments.
Allan was named one of the top 50 financial advisors for 2020 by Wealth Professional Magazine and is often called by the media for his investment perspective on issues & topics in the news of the day. He is a regular guest on CP24, BNN Bloomberg, and 680 News, and hosts the Sunday Money Show on Newstalk1010 Radio.
Company Details
- Employees
- 2
- Address
- Toronto, Ca
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://allansmall.com
- Keywords
- Book A Portfolio Review Today.
- HQ
- Toronto
Allan Small Financial Group With Ia Private Wealth Questions
Allan Small Financial Group With Ia Private Wealth's website is https://allansmall.com
Allan Small Financial Group With Ia Private Wealth's LinkedIn profile is https://ca.linkedin.com/company/allansmallgta
Allan Small Financial Group With Ia Private Wealth has
2 employees.
View email and phone details for 2
employees at Allan Small Financial Group With Ia Private Wealth.
Allan Small Financial Group With Ia Private Wealth's industry is
Financial Services
Allan Small Financial Group With Ia Private Wealth's top competitors are
Market Connections, A Doxim Company,
Cerutty Macro Fund,
Veritas Communications,
Siebert Williams Shank,
Destinations International,
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Munro Partners,
Tourism Industry Association Of Ontario,
Ignite School,
Amp Capital.
Allan Small Financial Group With Ia Private Wealth's categories are Financial Services
