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This page last revised: March 11, 2005

Dixie Allen

Education

  • Dawson Cegep - Computer Technology & Finance - 1978

  • McGill Management Institute - 1990

Professional Qualifications

  • Professional Financial Planning (PFP)

  • Senior Officer, Partner, Director in Securities (PDO)

  • Branch Manager in Securities

  • Canadian Securities Course (CSC)

  • Partner, Officer, Director in Mutual Funds (OPD)

  • Branch Manager in Mutual Funds

Memberships, Boards & Associations

  • Estate Planning Council of Toronto

  • Divorce Magazine Advisory Board (www.divorcemagazine.com)

  • International Association of Financial Planners

  • Canadian Association of Financial Planners

  • Canadian Association of Insurance and Financial Advisors

  • Capital Theatre Board of Directors (Port Hope)

  • All Canadian Jazz Festival Founding Donor

Professional Experience

  • Currently Vice President and Senior Financial Advisor with Assante Capital

  • Branch Owner/Manager since 1995

  • A business career of over 23 years with the first 16 in Information Technology with a focus on Management and Financial Systems

  • Previous experience with companies such as UniTel (now AT&T Canada), PARAMAX (Defense Systems division of Uni Sys), Financial Collection Agencies (FCA) - a Fairfax company, AES Data and Stone Consolidated

Published Author

  • Happy New Millennium - Financial food for thought for the year 2000 and beyond - (TurnerBooks, 1999 ISBN 1-55228-028-4) - Available at Chapters and Indigo stores and online at Chapters.ca

Radio

  • On air every Sunday with Your Financial Minute heard on Classical 96/103 FM

  • Investment Insights (1999) also on Classical 96/103 FM

TV & Video

  • Several appearances on Investment Television and Mutual Fund Review (1997 to present)

  • Your Financial Check-up prime-time one hour BBS special, (Feb.97)

  • CBS’s The Money Show on Newsworld (March.1998), Rogers Moneyline (Feb.2000, 2001)

  • Rogers Moneyline – Estate Planning Show (2000, 2001)

  • AFG’s video on Managing Client Expectations (1999)

Published Articles

  • Columnist for Here's The Plan column within local Southam newspapers

  • Striking an Investment Balance - March 1999,  Mature Lifestyles

  • Frequent contributor to The Turner Report with Garth Turner

  • Quoted in Ottawa Sun article on Day Trading, March 22, 1999

  • Quoted in Divorce Magazine frequently

  • The Independent Investor – Improving Your Financial Literacy, August, 1995

Hobbies

  • International travel,  art collector, art history courses at museums around the world, cultural involvement in Arts and Music

  • Photography and gardening. Published photographs The Flowers of Lilac Hollow Farm (1999)
 

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