Enabling people to plan life well through smart & thoughtful financial guidance.

Our Investment Philosophy

PLAN. PROFIT. PROTECT.™

Seth Allen.

Committed to their financial well-being, our solitary goal is to help our clients create the life they want, with the preservation of their wealth being paramount. As such, we are committed to investing their hard-earned money in suitable, best-in-class investment strategies that will preserve and grow their savings over the long term.

How do we do it? In addition to investing in economic sectors that show strength with positive momentum, we employ a proven variety of tactical asset allocation strategies, including the use of cash-like investments during times of uncertainty. We are students of Benjamin Graham (Warren Buffett’s pedagogue) who believed the “management of risk is more important than management of returns”.

While implementing our proactive investment management approach, we focus on
measured risk, consistent returns
and effective execution.

As Seen & Heard On:

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Forbes logo.
Global logo.
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Financial Post
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BNN Bloomberg
CBC News

 

Testimonials

Testimonial 5

09/08/2020
“I have known Seth Allen for over twenty-five years. I can sincerely say that he is dedicated to his profession and cares about his client’s financial futures. He is also focused on making a meaningful contribution to the community through supporting men’s health and youth education. Seth is one of the original financial sponsors of the STAND Foundation which helps vulnerable youth in Vancouver access employment skills training. Seth believes in giving students a hand up in life rather that a hand out.” – Jeff Sundar, Co-Founder, STAND Foundation
Raymond James

Testimonial 6

09/08/2020
“Seth is a compassionate, diplomatic, charismatic leader who rolls up his sleeves and makes the impossible happen. From negotiating large sponsorship deals to serving hot dogs at an event, he is the kind of director that every charity hopes to have on their board.” – Leah Lariviere, Executive Director, Prostate Cancer Foundation, BC
Niches

Testimonial 4

09/08/2020
“As an owner of a financial firm, we understand that our clients aren’t working with us because they want average. They want the best of what is possibly out there. When we started interviewing Portfolio Managers, we knew that we wanted the same for our clients. Someone that we can trust, is a leader in their industry, someone that sees beyond the short term and consistently deliver long term results because of their unique abilities organizational and personal self-discipline. Seth Allen and his team have been all of those things and much more. We have referred Seth to numerous clients and he continues to exceed our high expectations.” – Jeremy Reinbolt, CIM, President and Chief Financial Advisor, Videre
Raymond James

Testimonial 2

09/08/2020
“We have been working with Seth Allen and his team for 14 years. Being in business myself I appreciate not only the dedication and thoughtful attention paid to my family’s well-being, but also helping us to navigate volatile markets while ensuring our financial needs are met. Their work is professional and delivers results. I always feel confident in referring my friends and business associates over the years as I know they are in capable hands.” - KB
Niches

Testimonial 3

09/08/2020
“Seth is a generous supporter of Dixon Transition Society and has been donating to Dixon since 2010. It matters to him to invest in Dixon, not just financially, but also by providing advice and connection when needed. He cares deeply about breaking the cycle of violence, and supporting women and children in rebuilding their lives.” – Pany Aghili, Executive Director, Dixon Transition Society
Raymond James

Testimonial 1

09/08/2020
“Seth Allen has been managing our family’s financial future since 2010. He and his team are incredibly hardworking, dedicated to service and have demonstrated they are more than capable of successfully navigating these ever-challenging financial markets. As a result, I have not hesitated to recommend his firm to family, friends and business associates.” - BL
Niches

Why Did You Become A Financial Advisor?

Cadence’s Analysis

September MMS - Looking for Greener Days

09/27/2022
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September Newsletter - Ring Ring Goes the Bell

09/27/2022
Chuck Berry or AC/DC? It is a tough call. Do you go with the 1957 clas...
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August Newsletter - Primetime Expectations

08/15/2022
Do you prefer white or whole wheat bread? How about your orange juice,...
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Roger, Roger. What’s Our Vector, Victor?

06/21/2022
When we set out to write our newsletter, we aim for a balance providin...
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The More Things Change, The More Things Stay The Same

06/09/2022
We laid out our base case for the market to post a mid-single-digit an...
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It's All About the Benjamins

05/20/2022
April showers bring forth May flowers, but it also lets us talk about ...
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Feeling Disconnected

05/20/2022
Mid-Month Stretch: May 2022 Over the month, we digest a plethora of ec...
Markets & Investing

April Newsletter – A Noisy Quarter

04/22/2022
Please note that our office phone numbers have changed. Our new office...
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Coming to America: April Newsletter

04/20/2022
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Mid-Month Stretch: Stand for Peace

03/21/2022
It's a victory when the weapons fall silent and people speak up. ~ Vol...
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How We Can Serve You

Resources & Market Updates