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Seth Allen

Seth Allen, MBA

Senior Vice President and Senior Portfolio Manager, Private Client Group

604-659-8051

 

Seth Allen is the founder of Cadence Financial Group. With over two decades of experience and his MBA in Global Asset Wealth Management, Seth’s expertise lies in recognizing market patterns and delivering exceptional investment results to his clients, both of which have won him industry-wide recognition.

Managing risk and preserving capital are two important objectives for investors, and in today’s global economy, they can be more challenging than ever before. Over the years, Seth and his team have had the privilege of helping clients manage the complexities of their wealth through careful consideration of suitable investments and a strategic combination of both traditional and sophisticated investment solutions.

Understanding each client’s tolerance for risk, Seth has developed a proactive investment management framework for his clients to ensure their investment capital remains safe while generating maximum achievable returns. This framework includes the development of a multi-faceted, long-term approach to each client’s financial needs, which is executed in a measured, consistent, and efficient manner.

Seth is a voting member of the Raymond James Investment Advisory Strategy Group, which is responsible for setting the long-term strategic view on both capital markets and asset allocation for Raymond James Ltd.

Additionally, Seth is a member of the Local Advisory Committee (LAC) that provides advice and recommendations to the Venture Exchange (TMX Group) on all policy, operational, and strategic issues that have substantial impact on public venture capital markets, including the role of the Exchange.

Seth has been a member of the Performance Review Committee for the BEAM Endowment Fund at Simon Fraser University since 2011, and is a former external director for the Centre for Studies in Global Asset and Wealth Management. Since graduating from their MBA program, Seth continues to mentor students at the Beedie School of Business at SFU. His past and present charitable endeavours include the STAND Foundation, the Children’s Hospital, and the Dixon Transition Society. A director of the Prostate Cancer Foundation of BC, Seth organizes, fundraises, and participates in the Raymond James Father’s Day Walk Run held every year in cities across BC.

In his spare time, Seth enjoys fly fishing, yoga, and adventure travel. Seth and his wife, Ana, share two Maltese dogs, Lola and Francesca.