Dan Allen Financial Inc.
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We help clients make the most of their finances by looking at their investment, insurance and borrowing needs to build and protect wealth tax efficiently.
This page is meant to be a way for Dan Allen Financial to offer articles, videos or other interesting media from the financial world and how we can help. Dan Allen is a Financial Advisor, Manulife Securities Incorporated and Life Insurance Advisor, Dan Allen Financial Inc. Steve Allen is a Financial Advisor, Manulife Securities Incorporated and a Life Insurance Advisor, Dan Allen Financial Inc. St
12/22/2023
Upgrades are complete and we're ready to start the new year!
Wishing everyone a very Merry Christmas and a safe and healthy 2024!
12/23/2022
Happy holidays from all of us at Dan Allen Financial!!! Everyone stay safe and warm and we'll see you in 2023.
10/07/2022
Happy Thanksgiving Everyone!!! We're out of the office to be with family and watch the Blue Jays sweep the Mariners before we're back on Tuesday. We wish everyone a great Thanksgiving long weekend.
(Picture from Pixabay)
05/31/2022
Congratulations to all the nominees at the Centre Wellington Awards for Excellence!!
RRSP Deadline is tomorrow!!! If you want to make a RRSP contribution that can count on your 2021 taxes, do it soon!!!
1 week left until the RRSP deadline!!!
22 business days left until the RRSP deadline on March 1st. Make sure to get your contributions in!!!
01/05/2022
Happy New Year!! We're back at the office and happy to help you financial resolutions in 2022.
12/24/2021
The office is closed for Christmas at noon today until January 3rd, 2022.
We hope that everyone has a happy, healthy, safe holiday season!!!
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Address
181 Street Andrew St E
Fergus, ON
N1M1P9