“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”




“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”




“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



“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



“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



“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



“Seth is a uniquely deep thinker—one of the best in our business. He thinks hard about the markets, industriously challenges the status quo, and is focused on building the best portfolios for his clients. This collective devotion, coupled with an ability to truly understand his client’s needs makes him an excellent steward of wealth for investors and ideal partner for us”.

–Phil Mesman, CFA, Picton Mahoney Asset Management

Plan. Profit. Protect.

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