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

Seth Allen.

Our Investment Philosophy

PLAN. PROFIT. PROTECT.

Committed to their financial well-being, our solitary goal is to help our clients create the life they want, with the preservation of their savings being paramount. As such, we are committed to investing their hard-earned savings in suitable, best-in-class investment strategies that will preserve and grow their wealth 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 such as the use of cash-like investments during times of uncertainty. We are students of Benjamin Graham (Warren Buffett’s pedagogue) who believed “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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Business in Vancouver logo
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Forbes logo.
Global logo.
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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
Raymond James

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
Raymond James

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
Raymond James

Why Did You Become A Financial Advisor?

Allen's Analysis

September 2020 Newsletter

09/11/2020
Allen’s Analysis for September 2020 A Second Wave this Fall? As ...
Announcement

Weekly Market Comment September 4 2020

09/04/2020
Pandemics ain’t cheap Coronavirus cases have generally been down...
Markets & Investing

Weekly Market Comment August 28 2020

08/31/2020
“The trick is to enjoy life. Don’t wish away your days, wa...
Markets and Investing

Weekly Market Comment August 21 2020

08/21/2020
More doe, less Morneau Bill Morneau resigned as Canada’s finance...
Markets & Investing

August 2020 Newsletter

08/13/2020
Allen’s Analysis for August 2020 Mid-Summer Market Update The S...
Announcement

Weekly Market Comment: August 7, 2020

08/10/2020
Removing the “panic” from “pandemic” During a ...
Markets and Investing

Weekly Market Comment: July 31, 2020

07/31/2020
It was not a surprise to learn that the U.S. economy contracted by a r...
Markets and Investing

Weekly Market Comment: July 24, 2020

07/27/2020
As the virus situation grew worse in many places, the EU and U.S. are ...
Markets and Investing

Weekly Market Comment: July 17, 2020

07/17/2020
Science, don’t fail us now Our favourite news this week may have...
Markets & Investing

Weekly Market Comment: July 10, 2020

07/10/2020
If only a giant golden asteroid would hit earth. We'd all be billionai...
Markets & Investing

How We Can Serve You

Resources & Market Updates