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Whitehorse, YT Contact

TPC Financial group is a fee for service financial planning firm specializing in the business needs of medical professionals. Our goal is to help you reduce the risks in your life, maximize your opportunities and build on your strengths. I… Read more »

Area serviced: Whitehorse, YT

867-667-0058

DIXIE ALLEN, CEA
Certified Executor Advisor, Author, Public Speaker, President DRALLEN FINANCIAL GROUP

Toronto, ON Contact

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… Read more »

Area serviced: Toronto, ON; Belleville, ON; Port Hope, ON; Mahone Bay, NS

416-441-4146 x:321

Tom Allen, CEA
Advisor

Barrie, ON Contact

Tom Allen MBA, CFPTom 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… Read more »

Area serviced: Barrie, ON; Newmarket, ON; King, ON; Ajax, ON

7057373552

Area serviced: Toronto, ON; Belleville, ON; Port Hope, ON; Mahone Bay, NS

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.

Area serviced: Barrie, ON; Newmarket, ON; King, ON; Ajax, ON

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.