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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.


Professionals & Business Owners

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Preparing for Retirement

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Retirees

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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.


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 226-383-2630 |  1-844-443-2630