- The Heritage Group Private Financial Services Inc.
- 45 Speedvale Ave. E., Suite 4
- Guelph, Ontario N1H 1J2
- 519-822-3887 or toll free 1-866-476-3296
Working with you, for you.
Welcome to Dan Allen Financial
Our financial planning approach is a proven, consistent process that helps young couples, growing families, people approaching retirement and pensioners make the most of their financial resources.
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Stay connected to the status of your investments with Manulife's Client Access.
News & Events
A Canadian saving and debt management expert shares her key retirement saving tips!
Gail Vaz-Oxlade is the host of the popular television show, Til Debt Do Us Part. She is also the authorof 13 different books on the topic of financial management.In the article below, she shares 3 key saving stategies.
January 2, 2012
We’ve moved!
We're pleased to have joined The Heritage Group Private Financial Services Inc. located at 45 Speedvale Ave. E. in Guelph, ON. My new phone number is 519-822-3887 and my e-mail address is .
November 18, 2011
Planning for the Future
Determining what's important to you and how we can direct your financial resources toward your goals — while still enjoying life along the way.
Managing Your Financial Plan
Adjusting your financial plan as your life and financial resources change.
Retirement
Planning for retirement while living life along the way takes some time and expertise. This is where we can help.....
Copyright 2012 - Dan Allen Financial Inc. - 519-822-3887 or toll free 1-866-476-3296
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