Dan Allen Financial Inc.

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Dan Allen
Financial Advisor, CFP, MFA, EPC
dan@theheritagegroup.ca

c/o The Heritage Group Private Financial Services Inc.
45 Speedvale Ave. E., Suite 4
Guelph N1H 1J2

v :: 519-822-3887
v :: 1-866-476-3296
f :: 1-866-742-1933

Specializing in tax efficient retirement income planning, we use a financial planning approach to listen closely to our clients before providing custom advice and solutions to create and protect their investments and their family's plan for the future. In addition, we help pensioners get more out of retirement with portfolios that generate tax efficient income and protect their government benefits. We provide estate planning advice so clients' legacies go to the people and causes most important to them.  

Above all, we stay in touch with our clients as their financial needs and goals change over time. "Working with you, for you"  isn't just a motto - it's our life long committment to clients!

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