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  About Dixie Allen

DIXIE ALLEN is an author, photographer and entrepreneur who brings a unique perspective to the financial planning world. In her previous career, she spent 16 years in the information technology field focusing on financial and business systems. Today, she applies her process and 32 years of expertise implementing wealth management strategies for individuals and multi-generation families. She has also created The Wealth Evolution (© 2000), a revolutionary approach to financial planning.

Ms. Allen has received numerous top advisor accolades in the financial services industry. Her current book, Here’s The Plan- Tips, Ideas and Strategies for Personal Financial Planning has become a recommended book of choice by financial advisors across Canada.
Her previous book, Happy New Millennium - Financial Food For Thought met with tremendous response and reviews in Canada, the US and Australia.

Dixie has also been a guest on numerous television shows, including Your Financial checkup with Garth Turner, CBC Newsworld’s The Money Show, Garth Turner’s Investment Television and recently Report on Business TV (ROBTV). Dixie’s client-focused approach to her business was profiled in Advisor’s Edge Magazine. She was the radio host of Your Financial Minute heard weekends on Classical 96/103 FM. Ms. Allen’s financial column Here’s The Plan has been featured in local newspapers and on numerous financial Web sites.

Dixie is a also a noted photographer who loves gardens, international travel, art collecting, art history courses at museums around the world, and a cultural involvement in arts and music. Her published photographs include the Calendar The Gardens of Knoxville Pines and her Photographs have also been published as Greeting cards and Bookmarks.

Ms. Allen is also an avid hiker and runner. Originally from Montreal, she enjoys her time hiking and running in the Northumberland Hills east of Toronto. With clients across Canada, she has offices located in Toronto and Port Hope, Ontario.

 

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

  • Life Insurance Advisor

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 Management Ltd.

  • Branch Owner/Manager since 1995

  • A business career of over 32 years with the first 16 in Information Technology with a focus on Management and Financial Systems

Published Author

  • Here’s The Plan - Tips, Ideas and Strategies for Personal Finanical Planning.

  • 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

  • Your Financial Minute heard on Classical 96/103 FM

  • Investment Insights also on Classical 96/103 FM

TV & Video

  • Several appearances on Investment Television and Mutual Fund Review

  • Your Financial Check-up prime-time one hour BBS special

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

  • Rogers Moneyline - Estate Planning Show

  • AFG’s video on Managing Client Expectations

Published Articles

  • Here's The Plan column within local Southam newspapers

  • Striking an Investment Balance - Mature Lifestyles

  • Contributor to The Turner Report with Garth Turner

  • Quoted in Ottawa Sun article on Day Trading

  • Quoted in Divorce Magazine

  • The Independent Investor Improving Your Financial Literacy

 

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