Dixie Allen is a Vice-President and Senior Financial
Advisor with Assante Capital Management Ltd.
Dixie's areas of financial planning specialization
Pre and post-retirement strategies
Estate preservation strategies
Investment portfolio re-balancing
A graduate of the McGill Management Institute with over thirty years of financial services experience, Dixie is well qualified to assist clients with mid to large size portfolios.
You might already know Dixie from her many
TV appearances, the Your Financial Minute radio series on Classical 96.3 FM, her regular
newspaper column entitled Here's The Plan or perhaps from her immensely popular book
entitled Happy New Millennium, Financial Food for
A frequently sought after public speaker,
Dixie appears at large public functions as
well as smaller in-house business groups
through the Bring Dixie On Site series. Dixie's in-depth knowledge and experience
in financial planning coupled with her ability
to explain things in easy-to-understand terms
account for her popularity with the media,
her live audiences and especially her clients.
Unlike many of her contemporaries, Dixie
chooses to go the extra mile to give her
clients the most up-to-date information available.
In Dixie's Travels she keeps you informed on some of her recent
efforts and results.
Dixie utilizes her copyrighted Wealth Evolution approach to financial planning which ensures all the important aspects of your unique situation
are taken into account when dealing with
you and your portfolio. If you would like
to get a second opinion on some aspect of
your financial health, please check out the Trusted Second Opinion section. You won't regret it!