Our Team
Recognizing the complex needs of affluent clients, our goal is to provide seamless coordination of your financial goals. Our team promises you a predictable and reliable high level of service, knowledgable investment advice and a tried and tested balanced approach to reaching your goals. Our team is dedicated to enhancing your financial future.
Our Team
Recognizing the complex needs of affluent clients, our goal is to provide seamless coordination of your financial goals. Our team promises you a predictable and reliable high level of service, expert investment advice and a tried and tested balanced approach to reaching your goals. Our team is dedicated to enhancing your financial future.
Leadership Team
Leadership Team
“It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently.” That quote – from Warren Buffet, one of the best-known investment experts of our time – is fundamental to the way I work. I also believe how Mr. Buffet communicates with investors is equally important, helping people to understand what to expect from the markets, and their investments.” – Sajjad Hussain
Sajjad Hussain, B.Comm, CFP®, CIM®
Portfolio Manager and Senior Wealth Advisor
As a portfolio manager and Head of APWG, Sajjad provides professional advisory services in the capacity of a Portfolio Manager and Investment Advisor across the firm’s entire family of clients. Working alongside Glenn, Sajjad oversees all aspects of APWG client portfolios, with a focus on investment management, and financial and estate planning. Glenn and Sajjad combine their professional knowledge and experience to ensure that every client’s short- and long-term needs are proactively reviewed on a predefined, rotating schedule.
Sajjad holds a B.Comm from Royal Roads University and holds the CERTIFIED FINANCIAL PLANNER® designation, CFP®. He also holds the Charter Investment Manager (CIM®) designation and is a registered Portfolio Manager in Ontario, Quebec, Alberta, British Columbia and Nova Scotia. Sajjad has written a number of articles appearing in the industry’s top publication – Investment Executive and has been interviewed by the Globe and Mail.
Sajjad brings over a decade of investment and financial planning experience to APWG. Throughout his career he has held various investment positions, including Vice President, Private Wealth Counselor with Fiduciary Trust Canada and Vice President, Senior Advisor Consultant, with its parent company, Franklin Templeton.
“Investing your wealth without a clear vision of what you want from it and without a proper plan to determine when and how it will be used; is similar to taking a distant trip to an unknown destination with no research and preparation. Will it be an enjoyable place that is safe and fulfilling or will it be a hostile place filled with uncertainty and worry? At APWG, we never let investing be a mysterious journey. Instead, we help our clients clarify and quantify their goals and we develop a clear plan and strategy for getting them to where they want to be. The plan sets the stage for carefully selecting investments and approaches that will offer the highest probability of a successful outcome. Regular monitoring along the way let’s our clients make the journey in comfort with clarity and peace of mind. We focus on the details to create results that matter to our clients.” – Glenn Allen
Glenn Allen, CIM®, FCSI®
Licensed Assistant and Head of Strategic Initiatives
With four decades of investment and business planning experience, Glenn Allen and his team design comprehensive financial programs for wealth accumulation, preservation and transfer to successive generations for some of the most successful people in Canada.
Glenn began his career in the financial industry 30 years ago with a vision to help ordinary people make their assets, income and other resources work smarter. By integrating all aspects of their financial lives into one fluid, cohesive financial plan, they are better able to focus on their businesses, careers and personal concerns – and live more balanced lives.
Today, with over 500 families and four generations of clients under Glenn’s stewardship, APWG is one of the most respected and trusted multi-generational private wealth firms in Canada.
Prior to founding APWG, Glenn enjoyed a successful career in the technology industry where he was responsible for developing and marketing computer products globally, as well as helping expand two small Canadian firms into multinational companies.
Glenn is a graduate of McGill University’s professional business management program. He is a registered portfolio manager in Ontario, Alberta, Quebec, British Columbia and Nova Scotia, holds a Chartered Investment Manager (CIM®) designation and is a Fellow of the Canadian Securities Institute (FCSI). Glenn is an avid reader of all things financial, a hiker and nature lover, and enjoys playing the guitar. He and his wife and business partner of 25 years, Zaida, also enjoy travel and time with family and friends.
Sajjad Hussain, B.Comm, CFP®, CIM®
“It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently.” That quote – from Warren Buffet, one of the best-known investment experts of our time – is fundamental to the way I work. I also believe how Mr. Buffet communicates with investors is equally important, helping people to understand what to expect from the markets, and their investments.” – Sajjad Hussain
Portfolio Manager and Senior Wealth Advisor
As a portfolio manager and Head of APWG, Sajjad provides professional advisory services in the capacity of a Portfolio Manager and Investment Advisor across the firm’s entire family of clients. Working alongside Glenn, Sajjad oversees all aspects of APWG client portfolios, with a focus on investment management, and financial and estate planning. Glenn and Sajjad combine their professional knowledge and experience to ensure that every client’s short- and long-term needs are proactively reviewed on a predefined, rotating schedule.
Sajjad holds a B.Comm from Royal Roads University and holds the CERTIFIED FINANCIAL PLANNER® designation, CFP®. He also holds the Charter Investment Manager (CIM®) designation and is a registered Portfolio Manager in Ontario, Quebec, Alberta, British Columbia and Nova Scotia. Sajjad has written a number of articles appearing in the industry’s top publication – Investment Executive and has been interviewed by the Globe and Mail.
Sajjad brings over a decade of investment and financial planning experience to APWG. Throughout his career he has held various investment positions, including Vice President, Private Wealth Counselor with Fiduciary Trust Canada and Vice President, Senior Advisor Consultant, with its parent company, Franklin Templeton.
Glenn Allen, CIM®, FCSI®
“Investing your wealth without a clear vision of what you want from it and without a proper plan to determine when and how it will be used; is similar to taking a distant trip to an unknown destination with no research and preparation. Will it be an enjoyable place that is safe and fulfilling or will it be a hostile place filled with uncertainty and worry? At APWG, we never let investing be a mysterious journey. Instead, we help our clients clarify and quantify their goals and we develop a clear plan and strategy for getting them to where they want to be. The plan sets the stage for carefully selecting investments and approaches that will offer the highest probability of a successful outcome. Regular monitoring along the way let’s our clients make the journey in comfort with clarity and peace of mind. We focus on the details to create results that matter to our clients.” – Glenn Allen
Licensed Assistant and Head of Strategic Initiatives
With four decades of investment and business planning experience, Glenn Allen and his team design comprehensive financial programs for wealth accumulation, preservation and transfer to successive generations for some of the most successful people in Canada.
Glenn began his career in the financial industry 30 years ago with a vision to help ordinary people make their assets, income and other resources work smarter. By integrating all aspects of their financial lives into one fluid, cohesive financial plan, they are better able to focus on their businesses, careers and personal concerns – and live more balanced lives.
Today, with over 500 families and four generations of clients under Glenn’s stewardship, APWG is one of the most respected and trusted multi-generational private wealth firms in Canada.
Prior to founding APWG, Glenn enjoyed a successful career in the technology industry where he was responsible for developing and marketing computer products globally, as well as helping expand two small Canadian firms into multinational companies.
Glenn is a graduate of McGill University’s professional business management program. He is a registered portfolio manager in Ontario, Alberta, Quebec, British Columbia and Nova Scotia, holds a Chartered Investment Manager (CIM®) designation and is a Fellow of the Canadian Securities Institute (FCSI). Glenn is an avid reader of all things financial, a hiker and nature lover, and enjoys playing the guitar. He and his wife and business partner of 25 years, Zaida, also enjoy travel and time with family and friends.
“An investment in knowledge pays the best interest.” –a famous quote from Benjamin Franklin that really applies to all facets of our lives.
However, when it comes to wealth planning nothing will pay off more than surrounding yourself with professionals who are committed to providing the knowledge, research, and expertise to help guide you through the complexities of investing. At Allen Private Wealth Group, we provide our clients with the tools and guidance necessary to help educate and empower them in taking the right steps towards a successful and purposeful retirement; and consequently, allowing them to live their “best lives”.
Juliana Pang
Head Of Operations and Client Experience
Juliana oversees the day-to-day operations and client experience of APWG. Juliana brings over 25 years of industry experience in client service and leadership. Prior to joining APWG, Juliana spent 23 years at Fiduciary Trust Canada and its parent company Franklin Templeton. She held various positions including servicing retail, high-net-worth and institutional clients. She managed the high-net-worth and institutional teams located in Toronto, Montreal, Calgary and Hyderabad.
Juliana holds a Logistics and Supply Chain Management diploma from George Brown College. She enjoys spending time with her husband and son. She is an audiophile and a fan of architecture, she travels the world to see buildings from Frank Lloyd Wright, Moshe Safdie, Norman Foster, Frank Gehry and Renzo Piano.
Juliana Pang
“An investment in knowledge pays the best interest.” –a famous quote from Benjamin Franklin that really applies to all facets of our lives.
However, when it comes to wealth planning nothing will pay off more than surrounding yourself with professionals who are committed to providing the knowledge, research, and expertise to help guide you through the complexities of investing. At Allen Private Wealth Group, we provide our clients with the tools and guidance necessary to help educate and empower them in taking the right steps towards a successful and purposeful retirement; and consequently, allowing them to live their “best lives”.
Head Of Operations and Client Experience
Juliana oversees the day-to-day operations and client experience of APWG. Juliana brings over 25 years of industry experience in client service and leadership. Prior to joining APWG, Juliana spent 23 years at Fiduciary Trust Canada and its parent company Franklin Templeton. She held various positions including servicing retail, high-net-worth and institutional clients. She managed the high-net-worth and institutional teams located in Toronto, Montreal, Calgary and Hyderabad.
Juliana holds a Logistics and Supply Chain Management diploma from George Brown College. She enjoys spending time with her husband and son. She is an audiophile and a fan of architecture, she travels the world to see buildings from Frank Lloyd Wright, Moshe Safdie, Norman Foster, Frank Gehry and Renzo Piano.
Professional Network
Professional Network
Nathan Wright, LL.B., MTax, TEP
Nathan has been a member of the Ontario Bar since 2006, and received his Masters of Tax in 2009. Since 2006, he has practiced tax in Toronto, and is the Founding Principal of Spectrum Law Professional Corporation, a boutique law firm exclusively focused on tax and estate planning for privately held businesses and other higher income earners. Nathan advises on a full spectrum of tax and related issues, with specialized knowledge in transactions related to family succession planning, corporate reorganizations, Wills and estates, estate administration, family trusts, life insurance*, and tax dispute resolution. Nathan regularly meets with business owners, accountants, financial planners, and other lawyers to discuss planning opportunities that may be available to them or their clients.
Nicole Woodward, B.Sc., J.D.
Nicole was called to the Bar in 2003 and is a member of the Bar in Ontario, British Columbia and Alberta. Nicole is a partner at Dentons Canada LLP, where she focusses on tax, trusts and estate planning. She advises clients in all areas of domestic and cross-border estate and trust matters, including planning for high net worth estates, estate and trust administration, and the preparation of wills, trusts, and other estate planning documents. Nicole has a genuine interest in understanding her clients’ individual circumstances and working with families to address their planning needs. She is focused on providing practical and cost-effective solutions to problems that would otherwise keep clients up at night.
Nathan Wright, LL.B., MTax, TEP
Nathan has been a member of the Ontario Bar since 2006, and received his Masters of Tax in 2009. Since 2006, he has practiced tax in Toronto, and is the Founding Principal of Spectrum Law Professional Corporation, a boutique law firm exclusively focused on tax and estate planning for privately held businesses and other higher income earners. Nathan advises on a full spectrum of tax and related issues, with specialized knowledge in transactions related to family succession planning, corporate reorganizations, Wills and estates, estate administration, family trusts, life insurance*, and tax dispute resolution. Nathan regularly meets with business owners, accountants, financial planners, and other lawyers to discuss planning opportunities that may be available to them or their clients.
Nicole Woodward, B.Sc., J.D.
Nicole was called to the Bar in 2003 and is a member of the Bar in Ontario, British Columbia and Alberta. Nicole is a partner at Dentons Canada LLP, where she focusses on tax, trusts and estate planning. She advises clients in all areas of domestic and cross-border estate and trust matters, including planning for high net worth estates, estate and trust administration, and the preparation of wills, trusts, and other estate planning documents. Nicole has a genuine interest in understanding her clients’ individual circumstances and working with families to address their planning needs. She is focused on providing practical and cost-effective solutions to problems that would otherwise keep clients up at night.
Branch Operations and Client Services
Branch Operations and Client Services
Sam Alphonse, MBA, CIM ®
Associate Portfolio Manager
Recognizing integrity and professionalism as the cornerstones of every successful client-facing business, Sam’s main directive is to expand on the APWG business model by providing bespoke client experience through which our investors can make informed decisions about growing their wealth.
In his role, Sam is responsible for conducting manager research & portfolio due diligence assessments, assist in developing new strategies, and providing analytics support to the portfolio managers and financial planners. Other responsibilities include portfolio analysis and trading as well as responding to adhoc analysis requests from clients.
Sam holds a B.Sc. in Engineering, an MBA from York University, and a certificate in Financial Analysis from University of Toronto. He is a holder of the Chartered Investment Manager designation (CIM®) and brings 11 years of experience in the investment industry where he worked as a Research Analyst at a high net worth boutique firm with over $1 billion in clients’ assets.
Jan Puno
Associate, Wealth Management and Financial Planning
Jan assists with the implementation of financial plans as well as uncovering unique wealth management solutions for our clients. He brings over 12 years of investment and financial servicing experience to his role at APWG, having held positions at several large investment firms, primarily working with pension, institutional, and high-net-worth clients. Prior to joining APWG, Jan spent 7 years at Fiduciary Trust Canada and its parent company Franklin Templeton as Team Lead of their Portfolio Accounting department. He started out his career as an Investment Analyst at State Street Corporation and holds a Bachelor of Business Administration degree from the University of Guelph. During his spare time, Jan is an avid traveller, reader, and sports fan.
Zaida Allen
Manager, Strategic Initiatives
Zaida oversees the daily technical functions of all our lines of Allen Private Wealth Group. As a natural business leader, Zaida integrates technical and administrative grit into the business. She has been critical to the success of the group and has helped build the company from the ground up. Zaida brings over 27 years of Business, HR and Administrative Management experience to the group. In their spare time they enjoy spending time with their family and friends. They are avid readers and enjoy hiking and international travel.
“Successful businesses realize that the real strength of any team is the different people with different perspectives and different personalities. Leveraging this can develop an innovation culture, inspire ideas and excel business growth. It’s what we strive for.”
Sam Alphonse, MBA, CIM ® Associate Portfolio Manager
Recognizing integrity and professionalism as the cornerstones of every successful client-facing business, Sam’s main directive is to expand on the APWG business model by providing bespoke client experience through which our investors can make informed decisions about growing their wealth.
In his role, Sam is responsible for conducting manager research & portfolio due diligence assessments, assist in developing new strategies, and providing analytics support to the portfolio managers and financial planners. Other responsibilities include portfolio analysis and trading as well as responding to adhoc analysis requests from clients.
Sam holds a B.Sc. in Engineering, an MBA from York University, and a certificate in Financial Analysis from University of Toronto. He is a holder of the Chartered Investment Manager designation (CIM®) and brings 11 years of experience in the investment industry where he worked as a Research Analyst at a high net worth boutique firm with over $1 billion in clients’ assets.
Jan Puno
Associate, Wealth Management and Financial Planning
Jan assists with the implementation of financial plans as well as uncovering unique wealth management solutions for our clients. He brings over 12 years of investment and financial servicing experience to his role at APWG, having held positions at several large investment firms, primarily working with pension, institutional, and high-net-worth clients. Prior to joining APWG, Jan spent 7 years at Fiduciary Trust Canada and its parent company Franklin Templeton as Team Lead of their Portfolio Accounting division. He started out his career as an Investment Analyst at State Street Corporation and holds a Bachelor of Business Administration degree from the University of Guelph. During his spare time, Jan is an avid traveller, reader, and sports fan.
Zaida Allen
Manager, Strategic Initiatives
Zaida oversees the daily technical functions of all our lines of Allen Private Wealth Group. As a natural business leader, Zaida integrates technical and administrative grit into the business. She has been critical to the success of the group and has helped build the company from the ground up. Zaida brings over 27 years of Business, HR and Administrative Management experience to the group. In their spare time they enjoy spending time with their family and friends. They are avid readers and enjoy hiking and international travel.
“Successful businesses realize that the real strength of any team is the different people with different perspectives and different personalities. Leveraging this can develop an innovation culture, inspire ideas and excel business growth. It’s what we strive for.”
Senior Manager, Branch Operations, Allen Capital Management Inc
Our Senior Manager, Branch Operations ensures that the group has seamless daily operations and that our group and our clients enjoy an exceptional experience in working with us at our premises and through the technology we employ in our business.
“I believe that customer centricity, passion for excellence and innovation are key for any business to succeed. There cannot be any short cuts.”
Reema Shahzad
Manager, Special Projects
Reema works closely with the leadership team to introduce new initiatives and to ensure that the scope and direction of each project allows the group to continue to be atop of industry trends. She oversees the planning, implementation and tracking of specific short-term and long term projects. She is both a strategic thinker and capable of detailed execution of anything she touches. When she isn’t working she enjoys being immersed in the world of confectionary art.
“For a business to grow, it has to constantly evolve. It is a real privilege being able to connect previous best practices with the vision for the future and help make it a reality. I am really excited about where we are headed as a company.”
Colleen Larmour
Administrative Assistant
Colleen manages all communication to and from APWG and provides administrative support to the executive team as well as our group. Her primary focus is to ensure an efficient turnaround on all inquiries and an outstanding experience on every client interaction with our group. Colleen brings over 20 years of financial industry experience. She is a relationship-driven problem solver and her attention to detail allows her to identify client needs and proactively initiate solutions. In her spare time, Colleen enjoys hiking and visiting family and friends with her husband and two boys.
“Client experience builds the foundation of success. I find it rewarding to be able to tailor it to each individual and their needs.”
Pam Rebello
Senior Administrative Assistant
Pam ensures all client records are maintained up to date with any changes in client situations. Her patience, diligence and discipline make her a natural fit for client details. She has been with the company for over 15 years and brings over 30 years of administrative industry experience to the group. Pam is a proud mother of two and she and her husband immensely enjoy international travel.
“Attention to detail is the difference between a good client experience and an excellent client experience.”
Colleen Larmour
Administrative Assistant
Colleen manages all communication to and from APWG and provides administrative support to the executive team as well as our group. Her primary focus is to ensure an efficient turnaround on all inquiries and an outstanding experience on every client interaction with our group. Colleen brings over 20 years of financial industry experience. She is a relationship-driven problem solver and her attention to detail allows her to identify client needs and proactively initiate solutions. In her spare time, Colleen enjoys hiking and visiting family and friends with her husband and two boys.
“Client experience builds the foundation of success. I find it rewarding to be able to tailor it to each individual and their needs.”
Pam Rebello
Senior Administrative Assistant
Pam ensures all client records are maintained up to date with any changes in client situations. Her patience, diligence and discipline make her a natural fit for client details. She has been with the company for over 15 years and brings over 30 years of administrative industry experience to the group. Pam is a proud mother of two and she and her husband immensely enjoy international travel.
“Attention to detail is the difference between a good client experience and an excellent client experience.”
Questions?