Enabling people to plan life well through smart & thoughtful financial guidance.

Our Investment Philosophy

PLAN. PROFIT. PROTECT.™

Seth Allen.

Committed to their financial well-being, our solitary goal is to help our clients create the life they want, with the preservation of their wealth being paramount. As such, we are committed to investing their hard-earned money in suitable, best-in-class investment strategies that will preserve and grow their savings over the long term.

How do we do it? In addition to investing in economic sectors that show strength with positive momentum, we employ a proven variety of tactical asset allocation strategies, including the use of cash-like investments during times of uncertainty. We are students of Benjamin Graham (Warren Buffett’s pedagogue) who believed the “management of risk is more important than management of returns”.

While implementing our proactive investment management approach, we focus on
measured risk, consistent returns
and effective execution.

As Seen & Heard On:

Global Radio > 980 CKNW logo
Business in Vancouver logo
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Forbes logo.
Global logo.
News 1130 logo.

 

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Financial Post
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BNN Bloomberg
CBC News

 

Testimonials

Testimonial 5

09/08/2020
“I have known Seth Allen for over twenty-five years. I can sincerely say that he is dedicated to his profession and cares about his client’s financial futures. He is also focused on making a meaningful contribution to the community through supporting men’s health and youth education. Seth is one of the original financial sponsors of the STAND Foundation which helps vulnerable youth in Vancouver access employment skills training. Seth believes in giving students a hand up in life rather that a hand out.” – Jeff Sundar, Co-Founder, STAND Foundation
Raymond James

Testimonial 6

09/08/2020
“Seth is a compassionate, diplomatic, charismatic leader who rolls up his sleeves and makes the impossible happen. From negotiating large sponsorship deals to serving hot dogs at an event, he is the kind of director that every charity hopes to have on their board.” – Leah Lariviere, Executive Director, Prostate Cancer Foundation, BC
Niches

Testimonial 1

09/08/2020
“Seth Allen has been managing our family’s financial future since 2010. He and his team are incredibly hardworking, dedicated to service and have demonstrated they are more than capable of successfully navigating these ever-challenging financial markets. As a result, I have not hesitated to recommend his firm to family, friends and business associates.” - BL
Niches

Testimonial 2

09/08/2020
“We have been working with Seth Allen and his team for 14 years. Being in business myself I appreciate not only the dedication and thoughtful attention paid to my family’s well-being, but also helping us to navigate volatile markets while ensuring our financial needs are met. Their work is professional and delivers results. I always feel confident in referring my friends and business associates over the years as I know they are in capable hands.” - KB
Niches

Testimonial 3

09/08/2020
“Seth is a generous supporter of Dixon Transition Society and has been donating to Dixon since 2010. It matters to him to invest in Dixon, not just financially, but also by providing advice and connection when needed. He cares deeply about breaking the cycle of violence, and supporting women and children in rebuilding their lives.” – Pany Aghili, Executive Director, Dixon Transition Society
Raymond James

Testimonial 4

09/08/2020
“As an owner of a financial firm, we understand that our clients aren’t working with us because they want average. They want the best of what is possibly out there. When we started interviewing Portfolio Managers, we knew that we wanted the same for our clients. Someone that we can trust, is a leader in their industry, someone that sees beyond the short term and consistently deliver long term results because of their unique abilities organizational and personal self-discipline. Seth Allen and his team have been all of those things and much more. We have referred Seth to numerous clients and he continues to exceed our high expectations.” – Jeremy Reinbolt, CIM, President and Chief Financial Advisor, Videre
Raymond James

Why Did You Become A Financial Advisor?

Cadence’s Analysis

Happy Holidays

12/27/2023
Another year is almost in the history books and there was no shortage ...
Monthly Newsletter

December Newsletter – All I Want for Christmas is Another November

12/18/2023
What a difference a month can make. November did not disappoint as bo...
Monthly Newsletter

November Newsletter – Up, then Down, Now What?

12/18/2023
Upcoming Events We look forward to our next Curated Speaker webinar on...
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October Newsletter - The Last Hurdle

10/16/2023
We look forward to our next webinar focused on Estate Planning in B.C....
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September Newsletter I Know What You Did Last Summer

09/12/2023
Last summer, the Federal Reserve continued its efforts to squash infla...
Monthly Newsletter

August 2023 - Newsletter Are We There Yet?

08/10/2023
If you missed our July 2023 webinar: Goldilocks Zone, please click her...
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July Newsletter - Home Is Where The Heart Is

07/27/2023
First Home Savings Account We devote this month's newsletter to Canadi...
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Lets Make a Deal June 2023 Newsletter

06/26/2023
Let's Make a Deal The US debt ceiling has consumed investors’ at...
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Sell in May, Not Today- May 2023 Newsletter

06/16/2023
Earnings Season We’re ~90% through US Q1/23 earnings season. S&a...
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Hope Springs Eternal - April 2023 Newsletter

04/11/2023
Pool Launch We are on track to launch the Cadence Select Equity Pool ...
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How We Can Serve You

Resources & Market Updates