Allen Private Wealth Group (APWG) Recognized by Industry Leaders & Peers
Dear Clients, Staff, and Professional Partners,
We're happy to announce that Allen Private Wealth Group (APWG) was the proud recipient of a prestigious industry recognition and a top place award.
On May 30th 2019, APWG was the recipient of the following 2019 Wealth Professional Award & Nomination; as selected and nominated by industry leaders and peers.
Winner of Canada’s Rising Star Advisor of the Year
For his outstanding contributions to the lives of our clients, community, and the wealth management industry overall; and for always championing industry best practices in the interest of Canadian investors.
Allen Private Wealth Group:
Finalist for Advisory Team of the Year in Canada
(10 Staff or More)
This award recognizes the most outstanding advisory team or office in Canada that has displayed excellence over the last year. The following key criteria were considered in the selection process: "industry reputation, client service/relationship management, innovation, and overall growth".
First, we'd like to thank our dedicated and hardworking administrative and operational staff for all of their efforts every single day. Secondly, we'd also like to thank our Legal, Tax, Insurance, and Estate Professional Partners for their focus, top notch service, and dedication in assisting us in helping our clients achieve their goals, dreams, and financial aspirations over the last 27 years
Most importantly, we'd like to give a sincere thank you to You, our dear clients, for your loyalty and continued trust and confidence in us over the last 27 years.
We're proud of the work we've done with our clients; in helping 4 generations of families accomplish the many goals in their lives; whether it be the successful accumulation of assets combined with the enjoyment in using those assets, achieving their desired education funding, retirement income needs, or their estate succession plans.
We look forward to the many years and generations ahead with an on-going commitment to delivering the most personalized, dedicated, and value focused service in the wealth management industry.
Once again, a sincere thanks to all of you.
Your team at Allen Private Wealth Group,
Glenn Allen, Portfolio Manager, Director, Private Client Group
Sajjad Hussain, Portfolio Manager, Director, Private Client Group
Allen Private Wealth Group
HollisWealth®, a division of Industrial Alliance Securities Inc.
245 Yorkland Boulevard, Suite 201
Toronto, ON, M2J 4W9
This information, prepared by Glenn Allen who is a Portfolio Manager & Director, Private Client Group for HollisWealth® and Sajjad Hussain who is a Portfolio Manager & Director, Private Client Group for HollisWealth®, and does not necessarily reflect the opinion of HollisWealth®. The information contained in this newsletter comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors. Glenn Allen, Portfolio Manager & Director, Private Client Group and Sajjad Hussain, Portfolio Manager & Director, Private Client Group can open accounts only in the provinces in which they are registered. HollisWealth® is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.