Thank you to our Clients, Staff, & Professional Partners
For a third consecutive year, APWG has once again been recognized by Wealth Professionals Canada as being a finalist for the 2021 Multi-Service Advisory Team of the Year.
Last year, APWG won Silver for the same Team Award (The 2020 Multi-Service Advisory Team of the Year).
On September 30th, 2020, APWG was recognized by the Canadian Wealth Management industry as being one of the best Private Wealth Teams in the Country.
APWG was the recipient of the Silver award of Wealth Professionals 2020 Multi-Service Advisory Team of the Year. One of the most prestigious awards presented at the event, the shortlist of 10 finalist Teams were selected from over 2400 candidates nominated nationwide. The voting and tabulation of the results were conducted by Pricewaterhouse Coopers Canada.
Wealth by Design and Without Compromise
What Sets us Apart
Boutique Services
Personalized to needs of each client
Dedicated team of 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 30 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)
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