Make Better Financial Decisions.

Through independent, expert and timely advice - I can help.

Together, we will develop a solid plan – specifically designed to help you achieve your investment objectives.

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Finding the right match

With so many financial options available, it can be difficult to figure out what’s right for you. It’s important to talk to a knowledgeable advisor that you trust to help you make informed and confident decisions for your future. This is where I come in. As a trusted Senior Financial Advisor, with Manulife Wealth Inc., I can explain your investment choices and develop a plan tailored for you – based on your life stage needs and financial objectives.

Services & Solutions

Your financial situation can be complicated. I aim to help simplify financial planning, giving you added confidence in your financial decisions.

Learn how I can help

Meet Barbara

My mission is to help people make better financial decisions throughout their lifetime through independent, expert and timely advice.

Know more about Barbara

Client Resources

Your financial situation can be complicated. Check out some of these helpful links, calculators, and tools that can support your financial journey.

More financial resources

Meet Barbara

Make better financial decisions

As a financial advisor since 1995, I have the experience and education to help.

Barbara Allen, HBA, CFP

Senior Financial Advisor, Manulife Wealth Inc.

Life Insurance Advisor, Manulife Wealth Insurance Services Inc.

Ensure you are working with an advisor who understands you and your financial situation. In the financial planning industry since 1995, I bring a wealth of personal, educational and practical experience to the position of Financial Advisor.

My mission is to help individuals and families in my area, make better financial decisions throughout their lifetime, offering independent, expert and timely advice.

Practical Experience: I am a Senior Financial Advisor with Manulife Wealth Inc.. My license is sponsored through the dealer, Manulife Wealth Inc. who is a member of the Investment Industry Regulatory Organization of Canada (IIROC). I also hold a life insurance license through the Financial Services Commission of Ontario. I carry the prestigious CFP, Certified Financial Planner designation through the Financial Planning Standards Council®. I joined Investors Group in 1995 and moved to Berkshire Securities Inc. in 2000 which was purchased subsequently by Manulife Wealth Inc..

Education & Success: Having graduated from the University of Windsor, I continue to enhance my professional knowledge and skill set through continuing education, seminars, workshops and investment in technology, to better serve as Financial Advisor to you and your family.

Personal Experience: I have experienced births, deaths, separation, job loss and divorce, both personally and with clients. The level of knowledge and empathy I bring to the role of Financial Advisor is beyond compare.

Services & Solutions

Providing the value of advice

Markets are continually changing and understanding how or if it affects you can be overwhelming. That’s why the value of financial advice is more important now than ever before. I aim to help simplify financial planning, giving you added confidence in your financial decisions.

Through ongoing guidance and education, you’ll gain the confidence you need to make some of these decisions on your own. Of course, I’ll be here to guide you every step of the way, but throughout our partnership, I want to provide you with the knowledge and tools you need to manage your finances on your own as much as possible so you feel empowered to take control of your financial future.

Estate & Financial Planning

Take steps to protect, save and grow your wealth. You’ve worked hard to build assets for yourself and your family — assets you want to protect, grow and pass on. I can help you:

Manage your banking and investments with personalized services tailored to your needs
Take an integrated approach with teams of financial planning, tax, estate, accounting and legal experts working for you

Try out these resources

Insurance Solutions

Help protect your financial security, provide for your loved ones, and save money on routine, emergency and travel health expenses. With the right Insurance solutions, you can protect the people you care about most with easy-to-understand insurance options that offer peace of mind and put precious time back where it belongs – in your hands. I can provide educated advice and expertise in:

Health Insurance
Life Insurance
Travel Insurance

Investment Solutions

Whether saving for retirement or a child’s education, portfolio investing or planning your estate, I provide investment solutions to cover all stages of life. I can help you:

Meet your personal wealth and business needs with comprehensive and integrated investment services
Support your wealth goals holistically through partnerships with key banking, private wealth and advisory services
Save, invest and grow your wealth with strategies based on your priorities now and as they change

Premier Investment Program

The Premier Investment Program offers superior personalized service and broad investment choices that are vital in helping you achieve your financial goals.

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Keep in touch

Do you have a question about your financial future, or how we will work together? Let me know in the below form, and I will be in touch with you!