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About Us
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The Glenn Allen Private Wealth Group of Dundee Securities Corporation. We are a team of specialists at one of Canada's leading Wealth Management Companies. |
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Glenn Allen
Director, Private Client Group
Branch Manager,
Senior Investment Advisor
Dundee Securities Corporation |
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Administrating over $175 Million in client assets and having helped hundreds of discerning individuals, businesses and trust organizations.
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 employs a team of specialists as well as 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). |
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Denis Pokhilko, CFP®, FMA
Associate Investment Advisor,
Life Licensed Assistant |
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*Insurance products provided through Dundee Insurance Agency Ltd. |
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Akiva Ames, CIM
Associate Investment Advisor,
Customer Service Manager |
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Sherri Aube
Administrative Assistant |
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Sherri’s role is to assist in the research and preparation of all client files prior to each of our review meetings with you. She gathers and prepares any relevant information on your portfolios regarding maturity dates, capital gains and losses, government grants, payments, withholding taxes, etc. She is responsible for keeping your personal records up-to-date and compliant with regulatory requirements. Sherri has been with the group for a number of years in a variety of capacities as we have moved through our year of changes. She brings over 25 years of comprehensive operational and administrative experience to our group. |
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Pam Rebello
Account Administration |
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Pam’s role is to assist me in accurately executing all investment transactions for you on various exchanges. This involves all security purchases, redemptions, switches, contributions, income adjustments, etc. and all the incredible details involved in ensuring the administrative aspects of your investments continue to operate smoothly 365 days of the year. Pam has been in this role with our group for over 6 years and has brought over 25 years of solid administrative industry experience to our group. |
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Zaida Ali
Office Manager |
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My wife, Zaida, has worked with me since 1992 when I convinced her to leave a successful career in Human Resources and Payroll to help me build my group. Zaida’s role in the group involves the managerial and HR aspects of running our office and group efficiently. She has over 25 years of comprehensive administrative experience in this area. |
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Legal, Tax and Estate Planning Partners |
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Garry Cass, B.A., LL.B.
The Professional Group
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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. |
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Legal, Tax and Estate Planning Partners |
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Nader Saad, CA
The Professional Group |
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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, Dundee Securities Corporation does not provide any income tax preparation service and does not supervise or review any income tax returns. |
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Legal, Tax and Estate Planning Partners |
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Ronald J. Kitchen
Kitchen Kitchen,
Simeson McFarlane |
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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. |
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The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of DundeeWealth Inc., its subsidiaries, or its affiliates, including, but not limited to Dundee Securities Corporation, Dundee Private Investors Inc., Dundee Insurance Agency Ltd., and Dundee Mortgage Services. This website is not deemed to be used as a solicitation in a jurisdiction where this Dundee representative is not registered. |
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