FredĀ Allen

Investment Advisor

519-621-1546 | Email me
519-621-8561 | Connect
1-800-463-8402


Fred is a graduate of the University of Waterloo with over forty years of business and investment experience, and has spent the last seventeen years 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 5 grandchildren. Fred is a Life Member of the Hespeler Minor Hockey Association, and a 40 year Associate Member of the Royal Canadian Legion, Acton Branch #197.
 
Fred believes in professional development to maintain and improve his expertise. In addition to his Securities license he has achieved his Personal Financial Planner designation from the Canadian Securities Institute, and has also obtained his Insurance Agent Level II designation.
 

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 20 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 30th 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 in the city of Cambridge.

Phil Boglevsky, CFP

Financial Planning Consultant
 

A sound financial plan is an investment in your future. Phil guides clients through a comprehensive financial planning process to deliver a tailored, overall strategy designed to satisfy immediate concerns, as well as long-term security.

Prior to joining RBC Dominion Securities, Phil held a role with an investment firm where he focused on investment policy statement preparation and financial planning. His experience includes incorporating a holistic wealth management approach, with focus given to cash flow management, investments, retirement and estate planning, insurance needs and tax planning strategies. Phils academic and professional qualifications include an Economics Degree from the University of Western Ontario, and Diplomas in Finance and Insurance from Fanshawe College in London, Ontario. Phil is a Certified Financial Planner, Fellow of the Canadian Securities Institute, and holds Financial Management Advisor and Canadian Investment Manager Designations.

Thomas Seah, CLU

Vice-President, Insurance and Estate Planning Specialist
 

Stephen Wiffen, CFP, CLU   

Insurance and Estate Planning Specialist

Thomas and Stephen employ a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance strategies that will help you achieve your wealth management objectives.

For more complicated situations, they will partner with your other professional advisors in the development of appropriate solutions.  They can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation. They can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help in this endeavor, Thomas and Stephen have access to insurance solutions from the top-ranked insurance providers in Canada.
 

Thomas and Stephen both began their careers in the insurance industry in 1984, and are experts in their field.  Thomas has acquired the Chartered Life Underwriter designation, while Stephen has acquired the Certified Financial Planner, Chartered Life Underwriter, and Chartered Financial Consultant designations.


Catherine P.Z. Nicholls  LL.B., TEP

Will & Estate Consultant
 
Catherine received her Law Degree from the University of Western Ontario in 1978 and has been a member in good standing with the Law Society of Upper Canada since 1980. She was a partner in a small law firm and primarily practiced law in the areas of residential real estate, Will and Estate planning and estate administration.
 
Catherine joined a major trust company as a Senior Will and Estate Planner in 1996 and has since then focused exclusively on this area of law. She continues to focus on Will and Estate planning with RBC.

She is a member of the Society of Trust and Estate Practitioners (STEP), the Estate Planning Council of Niagara and the Niagara In House Legal Council Group. 

Our Extended Team 

Sanjeeve Dhanapala

RBC Wealth Management- Estate and Trust Advisor
 
Sanjeeve acts as a compassionate, unbiased third party expert for executors.  He can discuss estate settlement and administration services, trustee services, trust structures, and other specialized services offered through RBC Estate and Trust Services.  He can also provide customized solutions to help individuals carry out executor duties, expedite the setlement process, and maximize the estate's value through knowledgeable handling of estate and tax issues.