The Allied Tradition Allied was founded by Gerald C. Baines in 1956 with business roots grounded in the agricultural and small business communities of Ontario. Our clients are serviced by local area managers as well as financial planners and a team of specialists based at our Head Office in London, Ontario. Allied is big enough to understand the accounting, tax and financial business yet small enough to know YOUR business. As our name implies, Allied Group connects expertise to bring you the information, analysis, plans and solutions to help you achieve your financial and business goals. Allied Group is dedicated to providing you with superior client service.

Allied Associates LLP, Chartered Accountants, specializes in accounting services, income tax preparation, business planning and related services, with special expertise in services unique to farms.

Comprehensive financial, retirement and estate planning strategies are offered through Allied Financial Services. A wide range of investment and risk management products is available through our Mutual Fund Dealer, Manulife Securities Investment Services Inc. We also offer preferred rates on disability and health coverage.

Trust, Knowledge, Service - Bringing our strengths to you

Let us link all the pieces of your financial and business affairs into a meaningful strategy. We will help you sort through the huge number of choices allowing you to make informed decisions. Give us a chance to show you what Allied means by superior client service. Learn about our complimentary reviews of tax returns, investment portfolio and risk management coverage.

Are my accountant and financial advisor on the same page?

Your family assets are precious, as are your plans and dreams. You may wonder if your current method of managing your tax, business and financial affairs is the very best. You may ask yourself:

• Am I missing tax planning opportunities that can reduce, eliminate or defer tax?
• Is my retirement plan on track?
• Do I have the right kind of insurance and investments?
• Does my estate plan make sense? Does it coincide with my succession plan?
• Are all the pieces of my financial life coordinated?
• Do I really have a strategy?

Our knowledgeable Allied team will help you sort through the complicated world of tax and finances …and we will come right to your door to do it. Depending on your needs, we will put one of our professional accountants, financial advisors or risk management specialists in touch with you. There is no cost or obligation for our initial assessment.