The Glenn Allen Private Wealth Group of DundeeWealth. We are a team of specialists at one of Canada's leading Wealth Management Companies.

Glenn Allen

Executive Director, Private Client Group
Branch Manager,
Senior Investment Advisor
DWM Securities Inc.

With over 27 years of investment and business planning experience Glenn helps his clients by designing comprehensive financial programs for wealth accumulation, preservation and ultimate transfer to successive generations. Providing exceptional value and service to his clients, Glenn also works with a network of legal, tax and estate planning experts collectively referred to as 'The Glenn Allen Private Wealth Group'. Having the ability to work with all major investment vehicles in the securities industry including stocks, mutual funds and fixed income investments as well as life and disability insurance products. Glenn and his team have the flexibility to design a total financial program for their clients.

Unique to Glenn Allen's approach is the concept of Strategic Income Planning�. This is a method of investment planning which focuses on generating tax efficient income and which has become the hallmark of his success with his clients. Glenn is also widely recognized for his expertise with Systematic Withdrawal Plans, considered to be the most tax efficient source of income available to Canadians. Glenn Allen's approach is best suited to individuals and organizations with over $500,000 in investable assets.

A graduate of McGill University's Professional Management Business program, Glenn has established an impeccable reputation as one of Canada's leading Investment Advisors. He has been a featured expert heard nationally on CFRB 1010's Money Matters show and Your Family's Money. He is the author and publisher of the Allen Advi$or Newsletter. Glenn is a member of Advocis (the Financial Advisors Association of Canada) and the International Association of Financial Planners (FPA).

Nicole Fear, HBSc., CFP®, FMA
Associate Investment Advisor,
Life Licensed Assistant

The Associate Investment Advisor works with the team at Allen Private Wealth to help you achieve your objectives and to ensure you have ready access to our strategic investment and planning capabilities whenever needed.

Nicole Fear holds a Certified Financial Planner (CFP®) and Financial Management Advisor (FMA) designation and is also a licensed Insurance Assistant. Nicole has over 13 years of experience in investments and financial planning. Nicole is also in charge of the daily operations within the practice and helping with marketing strategy.

Akiva Ames, CIM
Associate Investment Advisor,
Customer Service Manager

The Customer Service Manager is involved in monitoring the progress of your portfolio so that the right balance and target weights are maintained for your specific circumstances and also to address any vehicle that may cause us concerns on performance, risk, or cost. The Customer Service Manager also helps to answer day-to-day inquiries from you in any of these related areas.

Akiva Ames holds a Certified Investment Manager designation and brings 10 years of solid industry experience to the group.

Laura Peterson
Executive Assistant

Pam Rebello
Account Administration

Legal, Tax and Estate Planning Partners

Garry Cass, B.A., LL.B.
The Professional Group

Gary has been practicing law for the past 19 years. Gary received his B.A. from the University of Toronto and his Bachelor of Law degree from Queen's University. Gary practices extensively the areas of Estate Planning, Wills and the Administration of Estates. Garry has been working with Glenn's clients for the past several years and is part of the team of professionals that is available to help you.

Legal, Tax and Estate Planning Partners

Nader Saad, CA
The Professional Group

Nader has been a CA for over 12 years. His experience is broad based and encompasses all aspects of accounting, auditing and taxation for both personal and corporate clients. Nader has a strong background in taxation in general and in particular real estate and individual taxation; having worked on real estate partnerships for the past 15 years. Nader has been working with Glenn's clients for the past several years, providing top notch service whether the requirement is a simple T4 tax return preparation or a much more complicated auditing, accounting or corporate tax issue.

* DundeeWealth Inc., its subsidiaries, or its affiliates, including, DWM Securities Inc. does not provide any income tax preparation service and does not supervise or review any income tax returns.

Legal, Tax and Estate Planning Partners

Ronald J. Kitchen
Kitchen Kitchen,
Simeson McFarlane

Professional Qualifications

Mr. Kitchen completed his post secondary education at Queens University, in Kingston, Ontario, the University of British Columbia, in Vancouver, and Osgoode Hall Law School, Toronto, Ontario. He has been a Member of the Law Society of Upper Canada since 1978.

Community Involvement

Mr. Kitchen was a founding director of Durham Access to Care and served on the board from 1996 to 1998. He is a past member of the Long Term Care Committee of the Region of Durham District Health Council (1993 - 1996) and has been actively involved with volunteer-based organizations providing services to handicapped children and adults. Mr. Kitchen has also served as Director and Secretary of the Durham Region Manufacturer's Association and is currently a member of the Board of Advisors of the Durham YMCA.

Areas of Law Practised

Services to businesses, (excluding litigation), land development, and other real estate matters, banking and commercial lending transactions, wills and powers of attorney, estate planning and administration.