Helping people grow and
protect their wealth.
For over 25 years, Dan Allen has helped professionals, business owners, people preparing for retirement and retirees create their retirement income by making the most of their financial resources by avoiding the big financial mistakes.
Serving Wellington County & Waterloo Region
This is a uniquely successful part of Canada that’s a pleasure to live and play in.
With its strong agricultural heritage developing into a broadly diversified and progressive economy, Wellington County and Waterloo Region is rich in business opportunity and lifestyle choice. It has become a model for other communities with its access to learning institutions, various employment sectors and recreational facilities.
News & Insights From Dan
August 7, 2018
Latest Blog Posts
Free Money for Your Kids Means They'll Spend Less Time Living in Your Basement
Published by Steve Allen on Oct 12, 2018
Originally Published On Linked In September 6, 2016. Picture from Pixabay.com. At this time of year, most parents start thinking about what the kids need before they head into their new classrooms for...
Everyone Gather Around the Fire Pit, We're Gonna Burn Some Cash.
Published by Steve Allen on Oct 12, 2018
Originally Published on Linked In June 1, 2018. Photo from Pixabay.com There aren’t many people these days that don’t have some sort of guilty pleasure. They do something that costs too much money or...
What's Your Most Valuable Asset?
Published by Steve Allen on Oct 12, 2018
Originally Published on Linked In May 5, 2016. The most common answers I hear to this question are usually something tangible. Your house, your car, your boat, your dog, etc... It’s often surprising...
Making the Most of Your RRSP While You're Waiting for Retirement
Published by Steve Allen on Oct 12, 2018
Originally published on Linked In April 5, 2016. Photo from Pixabay.com. Contributing to a Registered Retirement Savings Plan (RRSP) may not be the first thing on a young adult’s mind when they have...
The Finance Industry's Biggest Misnomer: Tax-free Savings Account
Published by Steve Allen on Oct 12, 2018
Originally Published on Linked In March 6, 2016. Photo from Pixabay.com. If you have a Tax Free Savings Account, otherwise known as a TFSA, you might be earning interest on your money. But are you making...