Allen Private Wealth Group

Wealth by Design and Without Compromise

What Sets us Apart

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.

Boutique Services

Personalized to needs of each client

Dedicated team of 9 in-house professionals + External legal, Tax, and Estate Planning Parties

Fully Integrated Wealth Management combining Investment + Portfolio Management, Strategic Planning, Financial Planning with Tax and Estate Guidance.

Our team stays with you for the whole journey to ensure your plan is kept on track and to ensure that your goals are being realized and achieved.

Portfolio Management &
Advanced Planning

 

In our industry this combination is rare and if available at all is new to most organizations.

 

We have perfected it over 25 years.

Independence

Our no-nonsense, “no ties” policy to product manufacturers ensures our clients always receive unbiased advice on all investment products and services available.

We work exclusively with publicly traded non-proprietary products allowing complete transparency, and portability of our client’s investments.

We are proud to earn your trust and business every day. You are never tied to products that no other firms can hold if you decide to move to another organization.

True Security through True Diversification

As a service provider we combine the resources and services of a select number of the world’s best and largest providers in investment management, financial advice, trade execution etc. to deliver to you a fully integrated offering which ensures:

Best in class Global Multi-Asset Management

Best in class financial, legal and tax guidance specific to your needs.

Best in class personalized services through a dedicated support team and structure

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)

More Than
0
Years In Business
We Manage Wealth for Over
0
Families
Proudly Serving
0
Generations

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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