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CONTACT DIXIE
Contact Information

E-mail Dixie

   

 
  

Dixie Allen is a Vice-President and Senior Financial Advisor with Assante Capital Management Ltd.

Dixie's areas of financial planning specialization are:
   

  • Pre and post-retirement strategies

  • Estate preservation strategies

  • Investment portfolio re-balancing

  • Investment selection

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 Thought.

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!
 

 

Copyright © Dixie Allen, 895 Don Mills Road, Two Morneau Sobeco Centre, Suite 108, Don Mills, ON  M3C 1W3