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.

Learn More About Who Dan Helps

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

January 14, 2019



Latest Blog Posts

7 Strategies to Steer You Through Market Corrections

Published by Dan Allen on Jan 14, 2019

With the recent market volatility, it's good to remind ourselves of some of the strategies we can take to help deal with the ups and downs of the stock markets. First of all, let's go back to the definition...

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   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   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   Contributing to a Registered Retirement Savings Plan (RRSP) may not be the first thing on a young adult’s mind when they have...