facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

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

Learn More

Preparing for Retirement

Learn More


Learn More

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.

Loading Posts...

Read More

 226-383-2630 |  1-844-443-2630