Fred J. Allen, B.Sc. (Hons)

Investment Advisor

519-621-1546 | Email me
519-212-5790 | LinkedIn
519-621-8561
1-800-463-8402


Fred is a graduate of the University of Waterloo with 40+ years of business and investment experience, and is entering his 20th year of providing Real wealth management services as an Investment Advisor. Combining his knowledge and experience with the resources of RBC Dominion Securities, Fred focuses on Real wealth management, helping his clients achieve their goals with sound advice, clearly defined wealth management strategies and expert tax saving solutions.
 
Fred is a long-time resident of Cambridge, and grew up in Acton. He has lived in Hespeler since 1988 and along with his wife Elaine has raised five children in the community and proudly enjoy 7 grandchildren. Fred is a Life Member of the Hespeler Minor Hockey Association, a 42 year Associate Member of the Royal Canadian Legion, Acton Branch #197, and is now active again Coaching hockey at the Tyke level with grandson, Andrew, at the Red Circle Hockey Club in London.
 
Fred believes in professional development to maintain and improve his professional expertise. In addition to his Securities licence, he has completed the Professional Financial Planning Course from the Canadian Securities Institute, obtained his Insurance Agent Level II designation, all in addition to the regularly required CE Compliance and Professional development courses annually.
 

THE ALLEN WEALTH MANAGEMENT TEAM

Our Team Approach

At Allen Wealth Management we recognize that its difficult, if not impossible, for one person to be an expert in all areas of comprehensive wealth management.  

As our client, you have access to a team of experts, who work with us to help address all of your financial challenges

Elaine Allen

Investment Advisor Assistant
Phone: 519-621-1124    
Toll-free: (800) 463-8402      
Email: elaine.allen@rbc.com
 
Elaine has over 32 years of experience in professional administration, and takes great pride in providing superior client service and personalized attention to her clients.
 
Elaine and Fred are married and they are approaching their 39th Anniversary. Elaine grew up in Galt.

Working together, Elaine and Fred are able to offer clients the most professional, family oriented and personal advisory experience for our client families, throughout Ontario.