For over 25 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.
In 1992, Glenn Allen, a well-respected voice in the industry, formed Allen Private Wealth Group (APWG) of companies. 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
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.