Growing Your Money 101

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Jewish Employment Toronto (JET) presents.... GROWING YOUR MONEY 101

Guest Speaker Allan Small FMA, FCSI, will be speaking on INVESTMENT IDEAS TO GROW YOUR WEALTH IN VOLATILE TIMES.

$5 at the door
Wine & Cheese served (kashrut observed)

This event is in partnership with UJA's Community Connect.
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Allan Small's BIO

Allan Small is a Senior Investment Advisor with DWM Securities Inc. With over 15 years of experience in the financial industry, Allan has the knowledge and access to the right products to meet the needs of today’s investor. Allan is highly qualified to provide specialized investment planning to investors at any stage of life. Client service is always a top priority and thus you can be sure that by working with Allan Small, you will receive the highest level of service and always will be dealing with the final decision maker on your portfolio. Allan works directly with clients to assure timely and accurate management of their accounts.

Allan’s firm, DWM Securities Inc., is a subsidiary of DundeeWealth, one of Canada’s largest independent investment firms managing over 50 billion dollars for Canadian investors.

Allan Small has appeared on CTV Newsnet, BNN (Business News Network), CP 24, CBC Newsworld Radio, 680 News and CFRB 1010 Radio as a guest advisor providing insight and opinions on various investment products. Allan currently writes a weekly column for the Metro Newspaper which can be read online each Tuesday across Canada. He also has provided assistance to a department of the Provincial Government with respect to investment queries that they have had.

Allan Small sits on the Legacy Gift Giving committee at Mount Sinai and is a member of Leadership Sinai, an organization made up of young philanthropists committed to raise money for the Mount Sinai Hospital and its research institute.

Allan makes himself available to family and friends of his current clients and offers a free portfolio review whereby he provides individual recommendations and analysis on their current portfolios.

Allan Small can be reached at www.investmentadvisorgta.com