ALLEN PRIVATE WEALTH - Key Persons
Colleen manages all communication to and from APWG and provides administrative support to the executive team as well as our group. Her primary focus is to ensure an efficient turnaround on all inquiries and an outstanding experience on every client interaction with our group. Colleen brings over 20 years of financial industry experience. She is a relationship-driven problem solver and her attention to detail allows her to identify client needs and proactively initiate solutions. In her spare time, Colleen enjoys hiking and visiting family and friends with her husband and two boys.
Job Titles:
- Private Client Relationship Manager
Jacob is our Private Client Relationship Manager, who's primary role is ensuring top notch client satisfaction. He has experience delivering superior customer service for clients, which he developed over his 3 and half years as an Investment Wholesaler at Sun Life Financial, aiding and consulting his clients with their Estate Planning/ servicing needs. Prior to his time with Sun Life, Jacob attended Ivey Business School at Western University. He always welcomes a warm conversation and a good joke. He is an avid sports fan, enjoying hockey, golf, baseball and skiing.
Job Titles:
- Member of the Ontario Bar
Nathan has been a member of the Ontario Bar since 2006, and received his Masters of Tax in 2009. Since 2006, he has practiced tax in Toronto, and is the Founding Principal of Spectrum Law Professional Corporation, a boutique law firm exclusively focused on tax and estate planning for privately held businesses and other higher income earners. Nathan advises on a full spectrum of tax and related issues, with specialized knowledge in transactions related to family succession planning, corporate reorganizations, Wills and estates, estate administration, family trusts, life insurance, and tax dispute resolution. Nathan regularly meets with business owners, accountants, financial planners, and other lawyers to discuss planning opportunities that may be available to them or their clients.
Nicole was called to the Bar in 2003 and is a member of the Bar in Ontario, British Columbia and Alberta. Nicole is a partner at Dentons Canada LLP, where she focusses on tax, trusts and estate planning. She advises clients in all areas of domestic and cross-border estate and trust matters, including planning for high net worth estates, estate and trust administration, and the preparation of wills, trusts, and other estate planning documents. Nicole has a genuine interest in understanding her clients' individual circumstances and working with families to address their planning needs. She is focused on providing practical and cost-effective solutions to problems that would otherwise keep clients up at night.
Job Titles:
- Senior Administrative Assistant
Pam ensures all client records are maintained up to date with any changes in client situations. Her patience, diligence and discipline make her a natural fit for client details. She has been with the company for over 10 years and brings over 30 years of administrative industry experience to the group. Pam is a proud mother of two and she and her husband immensely enjoy international travel.
Job Titles:
- Manager, Special Projects
Reema works closely with the leadership team to introduce new initiatives and to ensure that the scope and direction of each project allows the group to continue to be atop of industry trends. She oversees the planning, implementation and tracking of specific short-term and long term projects. She is both a strategic thinker and capable of detailed execution of anything she touches. When she isn't working she enjoys being immersed in the world of confectionary art.
"For a business to grow, it has to constantly evolve. It is a real privilege being able to connect previous best practices with the vision for the future and help make it a reality. I am really excited about where we are headed as a company."
Job Titles:
- Vice President, Strategic Initiatives and Planning, Allen Capital Management Inc
Richard spearheads the branch's strategic initiatives; while also being responsible for managing the day to day governance and operations. Richard was formerly Head of Structured Products for Manulife; and brings over 14 years of investment product development and strategy implementation in the asset management space.
At Manulife, Richard oversaw the product development and management of a portfolio of different investment vehicles which included managed programs, structured notes, closed-end funds, and other alternative investments for retail investors.
Prior to Manulife, Richard was Product Manager and Head of Advisor Products for Morningstar Canada where he was responsible for overseeing the creation and implementation of different investment research and portfolio building tools deployed by Canadian Banks, life insurance companies, and asset managers for their advisors and investors. Richard started his investment career in the private equity space being responsible for the product development and management of venture capital and private equity funds.
Richard holds a Bachelor of Commerce in Management Information Systems and Finance from the John Molson School of Business at Concordia University in Montreal. He and his wife Alex reside in North York, are avid world travelers and enjoy practicing martial arts in their spare time.
Job Titles:
- Partner at APWG
- Portfolio Manager and Director at APWG
As a portfolio manager and director at APWG, Sajjad provides professional advisory services in the capacity of a Portfolio Manager and Investment Advisor across the firm's entire family of clients. Working alongside Glenn, Sajjad oversees all aspects of APWG client portfolios, with a focus on investment management, and financial and estate planning. Glenn and Sajjad combine their professional knowledge and experience to ensure that every client's short- and long-term needs are proactively reviewed on a predefined, rotating schedule.
Sajjad holds a B.Comm from Royal Roads University and is a CERTIFIED FINANCIAL PLANNER® professional, CFP®. He also holds the Charter Investment Management (CIM®) designation and is a registered Portfolio Manager in Ontario, Quebec, Alberta, British Columbia and Nova Scotia. Sajjad has written a number of articles appearing in the industry's top publication - Investment Executive and has been interviewed by the Globe and Mail.
Sajjad brings over a decade of investment and financial planning experience to APWG. Throughout his career he has held various investment positions, including Vice President, Private Wealth Counselor with Fiduciary Trust Canada and Vice President, Senior Advisor Consultant, with its parent company, Franklin Templeton Investments Corp.
As a partner at APWG, Sajjad provides professional advisory services in the capacity of a Portfolio Manager and Investment Advisor across the firm's entire family of clients. Working alongside Glenn, Sajjad oversees all aspects of APWG client portfolios, with a focus on investment management, and financial and estate planning. Glenn and Sajjad combine their professional expertise and experience to ensure that every client's short- and long-term needs are proactively reviewed on a predefined, rotating schedule.
Job Titles:
- Vice President, Operations, Allen Capital Management Inc
Zaida oversees the daily technical functions of all our lines of Allen Private Wealth Group. As a natural business leader, Zaida integrates technical and administrative grit into the business. She has been critical to the success of the group and has helped build the company from the ground up. Zaida brings over 27 years of Business, HR and Administrative Management experience to the group. Zaida and Glenn Allen are married and have worked together as a couple for 25 years. In their spare time they enjoy spending time with their family and friends. They are avid readers and enjoy hiking and international travel.