- 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
Investor Fatigue? You’re not alone
After almost 4 years of recovering from the financial crisis of 2008, a lot of us are suffering from investor fatigue. Even advisors are struggling with new ways to encourage clients to "hang in there".
May 7, 2012
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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