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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Testimonials

Testimonial 10

02/04/2021
“Brendan has been my financial advisor for 13 years and as I reflect, it was the best investment decision ever made. Brendan and his team are all so knowledgeable, available, and willing to pass on investment and financial planning advice at any time. They love to help. ” – JN
Raymond James

Testimonial 10

02/04/2021
“Brendan has been our financial advisor for over a decade. More importantly, Brendan has also become the trusted advisors for all three of our sons and now some of their children. If you are looking for a long-lasting family relationship and inter-generational advice, Brendan and his team are for you. ” – SP
Raymond James

Testimonial 9

02/04/2021
“Working with Brendan in managing our finances has been a very satisfying experience. We feel as if Brendan knows who we are and has a better idea of our financial needs and tax situation than we do. He has counselled us through market ups and downs and continued to get results for us well above the market averages. We would recommend Brendan to anyone. ” – BW
Raymond James

Testimonial 8

09/08/2020
“Tanya Wilson and her team are top notch professionals who go above and beyond. She is smart, polished, market savvy, and is genuinely concerned for my financial well-being first and foremost. Her communication style is personable and punctual, and she is well connected in the industry. I am impressed with Raymond James as an organization, but specifically with Tanya's education, training and experience. Now entering into my retirement years, I searched for a financial partner who incorporated tax and estate planning, and am quite pleased to have been connected to her. She quarterbacked the entire complex process of my estate and did so with a smile. If you are looking for superior financial guidance, experience, and peace of mind, I highly recommend Tanya Wilson and her team. &...
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 7

09/08/2020
“Tanya Wilson has been managing multi-generations of our family finances for the past 11 years. We have been extremely happy with her portfolio management and the wealth growth results it has established for us. Over the years, Tanya has been considerate of our long-term financial goals and appropriately introduced financial strategies that remained aligned with our different risk tolerance levels. Over the years, Tanya has developed into a valued family friend and has shown genuine compassion for our family. I would not hesitate to recommend her services.” – LF
Raymond James

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 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 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

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

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How We Can Serve You

Resources & Market Updates