About Us

For over 30 years, Allen Private Wealth Group (APWG) has supported clients in achieving their financial and lifestyle goals – responsibly, and with integrity and transparency.

APWG embraces a simple approach to private wealth management. Starting with a deep understanding of your needs, whether you’re an individual, family, corporate executive or retiree, our team of trusted professionals creates a comprehensive, strategic plan that puts your interests first.

At the end of the day, our goal is straightforward: To help you make informed decisions that maximize your financial potential and enable you to achieve success.

Our Beginnings

In 1992, Glenn Allen, a well-respected voice in the industry, formed Allen Private Wealth Wealth Group. Today, APWG supports the goals, aspirations and complex needs of four generations of families, offering investment solutions, as well as advanced financial planning, risk management and insurance through Allen Capital Management Inc. With over 35 years of investment and business planning experience, APWG has an impeccable reputation as a leading national wealth management firm – and one of the top practices in iA Private Wealth’s network of independent advisors across Canada.

What you can expect from Us

Our Fiduciary Responsibility
At APWG, we hold ourselves to the highest fiduciary standard. This means we always put your interests above our own. In fact, we have a duty of loyalty and care and will always act in your best interest. This also means we perform a thorough and ongoing analysis of your situation to ensure that our advice to you is detailed and accurate.
Pension Style Asset Management
As Portfolio Managers, APWG selects from a much wider range of asset classes and investments than is typically available to most investors. Often called pension-style asset management, this involves reviewing and considering traditional asset classes. As an investor, you will enjoy truly diversified investment portfolios, with an asset mix expected to enhance returns and reduce volatility.
Discretionary Management
As Portfolio Managers, we are empowered to buy and sell a wide range of investments without encumbering you with paperwork for each trade. This allows you, as an investor, to be free from the day-to-day administrative process of wealth management and focus on your business and leisure priorities.
Investments are purchased and sold in bulk, which allows all participating investors to benefit simultaneously, resulting in timely, fair and equal treatment. This also enables us to achieve operational efficiencies, which help to reduce costs to you and our other clients.
Professional Network
We also offer access to our network of professionals within the community, such as lawyers and accountants, to ensure that the various issues related to the management of your wealth are properly addressed. If you have existing relationships with professionals in these areas, we can work together with them to coordinate our efforts.
Simplified and Transparent
APWG adopts simplified fee schedules, and reporting processes that emphasize transparency and clarity. You will gain comfort from being able to understand and see both the costs of our services and the results of our efforts.
Fee Based
APWG portfolio management services are compensated based on a set fee for managing assets, not by commission or by completing transactions. Therefore, we are able to select investments and perform trades objectively and free from bias. Ultimately, our performance and success as an organization depends on the performance of investments and the success of our clients.

What we do for our clients

Services