Investment Management

It is easy to become confused and overwhelmed by the huge number of investment options available today. Our asset allocation models help simplify the process and help you overcome barriers to financial independence by applying the proven balanced portfolio theory.

Balanced Portfolio Theory

The balanced portfolio theory is based on the premise that wealth is created and preserved through diversification. A well-diversified portfolio offers protection from the six primary risks facing investors - taxation, inflation, market, interest rate, business and liquidity. It is about not putting all your eggs in one basket! Only once we understand the best baskets for you will we recommend specific investments. Compare this to the approach of acquiring a collection of disjointed investments without thought to diversification or risks. At Allied Financial, we take your goals, investments and financial independence seriously. To learn more about how the balanced portfolio, and our financial and retirement planning can help you, please contact us.

Investment Offerings

Through our mutual fund dealer, Manulife Securities Investment Services Inc.**, we independently provide:

  • Mutual funds
  • Segregated funds*
  • RRSP's - Self-directed & Custodial
  • RIF's - Self-directed & Custodial
  • RESPs
  • GIC's

Our offering of investment products is wide in scope. Our service focuses on matching these products to your specific needs. We keep your best interests first, and work toward tax efficient strategies that fit your risk tolerance and financial goals.

Allied Advantages

  • We will create a strategy that puts the pieces of your financial puzzle into a clear picture.
  • We are independent. This means we have access to investment offerings from a selection of companies through our mutual fund dealer, Manulife Securities Investment Services Inc.**, and other strategic partners. Unlike other companies who brand their own products, we are under no pressure to sell you a particular investment. We will find those that best fit your goals, risk-tolerance and personal values. We offer unbiased advice.
  • We deliver on our commitment to superior client service. We use technology to help serve you better - not get in the way. We do not have a call centre. All your questions and concerns are handled by our financial advisors or head office client service team members.
  • We are close by. Local expertise plus strong head office support makes it easy to do business with us. Our specialists will meet with you in your home or office when it is convenient for you.
  • Our service commitment and desire to help educate our clients extends to individuals and members of Group Retirement plans offered by business owners to their employees.
  • Complex circumstances like some estate and succession plans require the input of several experts. Our team of specialists works jointly to make coordinated recommendations. We get it right!
  • We stick to what we are good at. Delivering financial services is our specialty ... and client satisfaction is the cornerstone of everything we do.

Mutual Fund Investing

The information contained herein is for Canadian residents only and does not constitute an offer to sell or solicitation in any foreign jurisdiction, or in any Canadian jurisdictions where we are not qualified to affect sales. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. 

*Insurance products and services are offered through Manulife Securities Investment Services Inc. (a licensed life insurance agency and subsidiary of the Manulife group of companies) by Manulife Advisors licensed as life agents.

Subject to any applicable death and maturity guarantee, any part of the premium or other amount that is allocated to a segregated fund is invested at the risk of the contractholder and may increase or decrease in value according to fluctuations in the market value of he assets in the segregated fund.

 

**Manulife Securities Investment Services Inc. is registered as a Mutual Fund Dealer with the Provincial Securities Commissions and as such our Associates are entitled to sell mutual funds and other approved securities as permitted under our registration. They may also be able to provide other services or products to you through their own business. As a member of the Mutual Fund Dealers Association of Canada ('MFDA'), Manulife Securities Investment Services Inc. is obligated to disclose to you that you may be dealing with companies other than Manulife Securities Investment Services Inc. when purchasing services or products from your Associate (remuneration to your Associate may also come from various sources depending on the services or products purchased). For example, your Associate may offer any one or more of the following through a separate business, which would not be the responsibility of Manulife Securities Investment Services Inc.:
  • Deposit Instruments: GICs, Canada Savings Bonds;
  • Fee for Service Financial Planning;
  • Estate Planning;
  • Tax Planning or Income Tax Preparation;
  • Insurance: Life, Accident, Sickness, Disability, General.

Please be sure that you have a clear understanding of which company you are dealing with for each of your services and products. Your Associate would be happy to provide any clarification you require.

 

 
1
 Compliance & Legal
Allied Associates LLP, Chartered Accountants
Allied Accounting & Tax Services Limited
1490 Richmond Street, Suite 200 | London, ON  N6G 0J4 | Canada
  
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