Financial Planning Services provides independent financial advice and operated full service wealth management service that has resided in the Halton region since the 1970s. As a truly; personalized, investment firm we are committed to providing, families, the opportunity to share, plan and reach their financial goals, supporting you in living your best life.
It is never too early or too late to start planning, our approach is about partnering your current financial needs, knowledge and dreams and our tools, technology and unique resources, to instill good habits and help you better understand your most successful path to financial success. It starts and ends with you, your financial path can be as hands on or hands off as you like.
It is never too early or too late to start planning, our approach is about partnering your current financial needs, knowledge and dreams and our tools, technology and unique resources, to instill good habits and help you better understand your most successful path to financial success. It starts and ends with you, your financial path can be as hands on or hands off as you like.
Services
Allen focuses on working with clients to create long term, personalized investment plans that make your goals achievable while reducing financial anxiety. He is a Certified Financial Planner and Certified Investment Manager that has spent the bulk of his 20 year career working in various senior roles in Canada's financial services industry.
Financial Planning Services is registered through Investia Financial Services, a mutual fund dealer and a member of IA Financial Group. Their network of investment fund advisors serve the savings and retirement needs of individuals, families and business owners from across Canada. Investia Financial Services, is owned by Industrial Alliance, a renowned financial services provider since 1892.
We understand that everyone's life is different and filled with twists and turns along the way. Creating a investment plan is a personal evolution that needs to incorporate many tools and technologies that adapts with you and your evolving needs. Our personalized, process will help you evolve as you move to and through your life stages fluidly and seamlessly, reducing your long term financial anxiety along the way.
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