Dan Allen Financial Inc.

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Canada
Fergus, ON
Dan Allen Financial Inc.

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

ocks, bonds, and mutual funds are offered through Manulife Securities Incorporated, insurance products are offered through Dan Allen Financial Inc. Disclaimer URL: http://www.manulifesecurities.ca/disclaimers/

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!!

02/28/2022

RRSP Deadline is tomorrow!!! If you want to make a RRSP contribution that can count on your 2021 taxes, do it soon!!!

02/22/2022

1 week left until the RRSP deadline!!!

01/31/2022

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!!!

Address

181 Street Andrew St E
Fergus, ON
N1M1P9

Telephone

+12263832630

Website

http://www.danallenfinancial.com/

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