Dixie Allen, CEA is a seasoned professional in the financial services industry with 38 years of experience in providing financial services and solutions to retired and soon-to-be retired Canadians. Ms. Allen brings her wealth of wisdom and knowledge on Personal Financial Planning, Investments, Insurance and Estate Planning to her clients.
As an author and public speaker, she has been a pioneer in bringing matters of financial planning to the Canadian public. Her latest book Here's The Plan is widely held as a go-to book by financial advisors across the country. Visit her website at www.dixieallen.com for a closer look.
"Financial Planning is not a product, it is a process" Dixie Allen.
Tom Allen MBA, CFP
Tom uses a holistic approach to guide clients to financial success. Tom ensures clients save for their dreams, enjoy today, protect against their worries, and understand the complexity of the finance industry to create a clear, path to financial and income security.
Platinum Realty Appraisals is a full service residential real estate appraisal firm based out of Burlington, Ontario. We specialize in properties located in Halton and West Hamilton, with a focus on Burlington, Oakville, Milton, and Waterdown, along with their surrounding rural areas.
Reports are completed by the company owner; Jeff Allen- a CRA designated member of the Appraisal Institute of Canada. He also holds an Honours Bachelor of Commerce degree from McMaster University along with Certificates in Residential Valuation and Real Property Assessment from the University of British Columbia.
Our primary focus is to provide our clients with high quality appraisal reports which are based on comprehensive research, experience, and knowledge of the local market. Our clients in the accounting, legal, and financial services industries utilize our appraisals for a variety of purposes including: