Allen Private Wealth Group

Wealth by Design and Without Compromise

Advance

Key Insights from Allen Private Wealth Group’s latest edition of the Advance magazine – Fall 2018

What Sets Us Apart

1. Our Approach

We design the plan, help you implement it, monitor it, and keep you up to date and on-track proactively.

Sandwiched:

Multi-Generational Wealth Plan by Glenn Allen & Sajjad Hussain

If you were born between 1946 and 1964, you are a baby boomer and likely familiar with the makeup of this sandwich. Take one slice of helping children either finish school or get started in their adult lives. Take another slice of increasing responsibilities for your parent’s daily care. Now add a dollop of potentially financially supporting their long term care needs.

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Market Commentary:

Staying Focused Despite Volatility by Glenn Allen

So far in 2018, global markets have been volatile for various reasons.

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The Next Successful Move for
Executives

by Sajjad Hussain.

Helping senior corporate executives step smoothly into a successful, secure retirement starts long before that step unfolds. We work with clients throughout their careers, helping assess earnings risk and focusing on areas that are often overlooked. Here are four fundamentals that we believe corporate executives should follow to be ready for life’s unfolding and a enjoy a smooth retirement.

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Top Nine Consequences of Dying Without a Will

by Nathan Wright, LLB., MTax, TEP.

Perhaps you are one of the many people without a Will. Or, you may know a family member, particularly a younger person, who does not see the need for one. I think knowing the factual challenges and complications of dying without a Will (referred to as dying “intestate”) is critical. Here is what happens: Read More.

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What Our Clients Say

My wife and I decided early in our careers to remain focused on achieving our professional goals and to engage experts to manage other important aspects of our lives. Over the past 15 years we have learned to trust Allen Private Wealth Group to manage our investment portfolio and to keep us on track with our ever changing financial goals. Their balanced investment approach has allowed us to obtain strong returns on our capital while avoiding much of the volatility of financial markets. The financial advice we have received has kept us making correct decisions and has prevented us from making some wrong ones. My career keeps me very busy and with Allen Private Wealth Group ensuring that our investments are appropriate for our long term objectives I don’t need to spend my limited personal time planning our investment strategy.

Jake Wiebe, CPA, CA, CIRP, LIT
Senior Vice President
Grant Thornton Limited

When our parents began investing with APWG, they were nearing retirement. Despite their late start and limited resources, they were determined to remain financially independent. APWG listened to their short- and long-term goals and embraced the essence of what was important to them. By providing prudent, strategic guidance, APWG ensured our parents exceeded their goals. Although there were some difficult decisions along the way, APWG built our parents’ confidence and trust, giving them not only peace of mind and a comfortable retirement, but also a legacy to pass on to their children and grandchildren. Our parents are gone now, but our relationship with APWG endures. We respect and appreciate APWG’s holistic approach to financial planning, level-headedness in the face of market turbulence, and honouring of client values. Our hope is to bring a third generation of our family into the APWG fold to secure for them the same investment wisdom that benefited our parents and us.

Nancy S. (Peterborough) &
Evelyn M. (Mississauga)

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Advanced Planning Committee

Bringing Two Worlds Together

Multi-Dimensional Strategies That Work

Investment Management

A Process, Not an Event.

Advanced Planning

A Holistic Approach

Risk Management

Turning Risks into Opportunities

Estate Management

Responsible Stewardship of Wealth

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