Our specialized services are designed to provide clients with a one-stop, integrated solution, helping to simplify their financial lives.

Allen Private Wealth Group (APWG) embraces a simple approach to private wealth management.

We start with a deep understanding of each client we serve from individuals to families to corporate executives and retirees. We integrate a team of trusted professionals to create a comprehensive plan and deliver a superior standard of service with each and every investment solution we present. The ability to service our clients holistically helps ensure that all their assets are considered while working together towards stated goals.

Our specialized services are designed to provide clients with a one-stop, integrated solution, helping to simplify their financial lives.

Allen Private Wealth Group (APWG) embraces a simple approach to private wealth management.

We start with a deep understanding of each client we serve from individuals to families to corporate executives and retirees. We integrate a team of trusted professionals to create a comprehensive plan and deliver a superior standard of service with each and every investment solution we present. The ability to service our clients holistically helps ensure that all their assets are considered while working together towards stated goals.

Integrated Advanced Planning for
All Aspects of Your Financial Life

What We Do

Quality over quantity in everything we do.

Understanding the numbers behind your investments and goals is important. So is the quality of our tax minimization, advanced planning and estate management strategies. We provide transparency into all elements of the plan and we have fiduciary responsibility to do what’s best for our clients.

What We Do

Quality over quantity in everything we do.

Understanding the numbers behind your investments and goals is important. So is the quality of our tax minimization, advanced planning and estate management strategies. We provide transparency into all elements of the plan and we have fiduciary responsibility to do what’s best for our clients.

Portfolio Management

Here to help make your life simpler and your money work smarter

As Portfolio Managers, our client’s delegate the daily handling of their portfolio to us, confident in our approach and track record. We:

  • Believe managing risk and preserving capital is as important as growing your investments.
  • Believe access to global resources and opportunities is critical. As an independent firm, we leverage the global resources of top investment management firms in the world.
  • Manage for maximum tax efficiency where possible.
  • Invest on behalf of individuals, families, trusts and corporations.
  • Seamlessly integrate your investments with your wealth transfer plans.

Asset Allocation

A well-executed plan is only the beginning. Global multi-asset class portfolios of equity and fixed income have the best potential to protect your assets and generate attractive returns while minimizing risk.

Investment Solutions

We implement investment strategies using best-of-breed money managers, private pools and passive investments. As Portfolio Managers, it is our role to select investment vehicles that best suit your investment objectives, risk tolerance and values.

Our Approach to Managing Risk

We believe managing risk is as important as achieving return objectives. It may sound basic; however, that belief drives our prudent management of your investments. Effective diversification of assets is our first line of defense. Research and experience demonstrate that how we allocate your assets has the greatest potential impact on the variability of returns.

As Portfolio Managers, our client’s delegate the daily handling of their portfolio to us, confident in our approach and track record. We:

  • Believe managing risk and preserving capital is as important as growing your investments.
  • Believe access to global resources and opportunities is critical. As an independent firm, we leverage the global resources of top investment management firms in the world.
  • Manage for maximum tax efficiency where possible.
  • Invest on behalf of individuals, families, trusts and corporations.
  • Seamlessly integrate your investments with your wealth transfer plans.

Asset Allocation

A well-executed plan is only the beginning. Global multi-asset class portfolios of equity and fixed income have the best potential to protect your assets and generate attractive returns while minimizing risk.

Investment Solutions

We implement investment strategies using best-of-breed money managers, private pools and passive investments. As Portfolio Managers, it is our role to select investment vehicles that best suit your investment objectives, risk tolerance and values.

Our Approach to Managing Risk

We believe managing risk is as important as achieving return objectives. It may sound basic; however, that belief drives our prudent management of your investments. Effective diversification of assets is our first line of defense. Research and experience demonstrate that how we allocate your assets has the greatest potential impact on the variability of returns.

Advanced Planning

Your values, goals and interests come first in managing your wealth

Growing Your Wealth

There’s no greater satisfaction for us than helping you achieve financial security and peace of mind. We do this, in large measure, by offering a suite of services and taking the time to create a comprehensive and tailored financial plan that helps reduce tax, manage risk and provide clarity over the long term.
While you may benefit from each of our areas of expertise, most clients combine our services to form an Advanced Plan. Though each plan is different, ultimate goals tend to fall into one or the following categories:

Retirement planning

You’re looking to transition from a time in your life that features work and responsibilities to one dedicated to family, leisure and personal fulfillment.

Education planning

You’re looking to plan for your child’s educational needs.

Succession planning

Your transition involves a more complex range of issues, including the disposition of a family business or practice and intergenerational movement of assets.

Tax optimization

You’re looking to effectively minimize taxation.

With the right team in place, the answers to the questions below should be clear:

Have you had a comprehensive financial plan prepared or updated within the past five years?
Do you know how much capital you will require to meet your retirement goals?
Have you reviewed your latest tax return to identify how much taxable income you are receiving from your investments that you don’t need?
Are you income-splitting as effectively as you can to reduce taxes?

Protecting Your Wealth

Managing the risks that can threaten your financial well-being is every bit as important as saving and your investing goals. That’s why selecting the right insurance is vital to any comprehensive financial plan and why we provide solutions from Canada’s strongest and most trusted life insurance companies. As your circumstances change so do your needs, so we will review your plan regularly to minimize risk and maximize security.

Life insurance

This is a basic building block for any financial plan. It provides financial protection for your family in the event of your premature death. Whether it’s term life or permanent life, we have solutions to help protect you and your family.

Disability income insurance

To maintain your standard of living, it is critical to protect your ability to earn an income. Individual disability insurance preserves a portion of your income and provides financial protection if you become disabled for an extended period of time.

Long-term care insurance

As health care costs continue to rise, a long-term illness can have devastating effects on your savings. Long-term care insurance delivers financial resources that help cover the cost of long-term care you might need in the event of an illness as a result of the normal effects of aging.

With the right team in place, the answers to the questions below should be clear:

Is your income protected in case injury affects you during your earning years?
Have you considered the potential costs of future health care?
Is your plan being regularly reviewed and adjusted to ensure you’re on track?

Your Legacy

Effective management involves more than managing investments. It also includes planning for the effective transfer of your family wealth in keeping with your values and goals.
We help create wealth transfer plans that balance financial goals – like protecting assets from creditors and minimizing taxes with personal goals such as reducing family conflict or uncertainty about the future. We work with your existing team (or help you create a team) of lawyers, tax advisors, and co-executors or co-trustees to ensure your wishes are executed as you intended. We believe: An effective wealth management strategy aligns investments with trust and estate plans. Wealth transfer plans and arrangements should be as unique as your family and you.

With the right team in place, the answer to the questions below should be clear:

Do you have a succession plan in place?
Are your beneficiaries prepared to manage this wealth?
How will you minimize the financial impact of your passing?
Are you set up to eliminate tax liability upon death?

Growing Your Wealth

There’s no greater satisfaction for us than helping you achieve financial security and peace of mind. We do this, in large measure, by offering a suite of services and taking the time to create a comprehensive and tailored financial plan that helps reduce tax, manage risk and provide clarity over the long term.
While you may benefit from each of our areas of expertise, most clients combine our services to form an Advanced Plan. Though each plan is different, ultimate goals tend to fall into one or the following categories:

Retirement planning

You’re looking to transition from a time in your life that features work and responsibilities to one dedicated to family, leisure and personal fulfillment.

Education planning

You’re looking to plan for your child’s educational needs.

Succession planning

Your transition involves a more complex range of issues, including the disposition of a family business or practice and intergenerational movement of assets.

Tax optimization

You’re looking to effectively minimize taxation.

With the right team in place, the answers to the questions below should be clear:

Have you had a comprehensive financial plan prepared or updated within the past five years?
Do you know how much capital you will require to meet your retirement goals?
Have you reviewed your latest tax return to identify how much taxable income you are receiving from your investments that you don’t need?
Are you income-splitting as effectively as you can to reduce taxes?

Protecting Your Wealth

Managing the risks that can threaten your financial well-being is every bit as important as saving and your investing goals. That’s why selecting the right insurance is vital to any comprehensive financial plan and why we provide solutions from Canada’s strongest and most trusted life insurance companies. As your circumstances change so do your needs, so we will review your plan regularly to minimize risk and maximize security.

Life insurance

This is a basic building block for any financial plan. It provides financial protection for your family in the event of your premature death. Whether it’s term life or permanent life, we have solutions to help protect you and your family.

Disability income insurance

To maintain your standard of living, it is critical to protect your ability to earn an income. Individual disability insurance preserves a portion of your income and provides financial protection if you become disabled for an extended period of time.

Long-term care insurance

As health care costs continue to rise, a long-term illness can have devastating effects on your savings. Long-term care insurance delivers financial resources that help cover the cost of long-term care you might need in the event of an illness as a result of the normal effects of aging.

With the right team in place, the answers to the questions below should be clear:

Is your income protected in case injury affects you during your earning years?
Have you considered the potential costs of future health care?
Is your plan being regularly reviewed and adjusted to ensure you’re on track?

Your Legacy

Effective management involves more than managing investments. It also includes planning for the effective transfer of your family wealth in keeping with your values and goals.
We help create wealth transfer plans that balance financial goals – like protecting assets from creditors and minimizing taxes with personal goals such as reducing family conflict or uncertainty about the future. We work with your existing team (or help you create a team) of lawyers, tax advisors, and co-executors or co-trustees to ensure your wishes are executed as you intended. We believe: An effective wealth management strategy aligns investments with trust and estate plans. Wealth transfer plans and arrangements should be as unique as your family and you.

With the right team in place, the answer to the questions below should be clear:

Do you have a succession plan in place?
Are your beneficiaries prepared to manage this wealth?
How will you minimize the financial impact of your passing?
Are you set up to eliminate tax liability upon death?

If the answers to the questions above are unclear,

Advanced Planning Committee

Bringing Two Worlds Together

An important part of our process is establishing your Personal Advanced Planning Committee. This is unique to us, which brings two worlds together: Portfolio Management and Advanced Planning. Your Personal Advanced Planning Committee consists of a dedicated team of specialists that includes: Portfolio Managers, Insurance and Financial Planning Specialist while working in collaboration with Tax and Estate Advisors. From managing investments for a testamentary trust to planning a corporate reorganization, your Personal Advanced Planning Committee is equipped with the right resources.

You and your family will benefit from:

Collaborative decision-making process resulting in a prudent planning strategy that reflects your overall situation.
Regular reviews of your plan by your Personal Advanced Planning Committee, to ensure that your strategy remains aligned to your financial goals.
“Open door” approach to receiving your input and updates, as it is important that we stay abreast of any life or business changes that may affect your overall plan.
Peace of mind that comes from knowing that we are sitting on your side of the table and act only in your best interests.

An important part of our process is establishing your Personal Advanced Planning Committee. This is unique to us, which brings two worlds together: Portfolio Management and Advanced Planning. Your Personal Advanced Planning Committee consists of a dedicated team of specialists that includes: Portfolio Managers, Insurance and Financial Planning Specialist while working in collaboration with Tax and Estate Advisors. From managing investments for a testamentary trust to planning a corporate reorganization, your Personal Advanced Planning Committee is equipped with the right resources.

You and your family will benefit from:

Collaborative decision-making process resulting in a prudent planning strategy that reflects your overall situation.
Regular reviews of your plan by your Personal Advanced Planning Committee, to ensure that your strategy remains aligned to your financial goals.
“Open door” approach to receiving your input and updates, as it is important that we stay abreast of any life or business changes that may affect your overall plan.
Peace of mind that comes from knowing that we are sitting on your side of the table and act only in your best interests.