About Us

The Allied Tradition


Allied was founded by Gerald C. Baines in 1956 with business roots grounded in the agricultural and small business communities of Ontario. Our clients are serviced by Independent Financial Planners and our team of specialists based at our head office in London, Ontario.

Allied Financial Services was purchased by his son, G. Kirk Baines, in 1999. In conjunction with our sister company, Allied Associates, Chartered Accountants LLP, we continue the Allied tradition with superior service, support and products, for our clients throughout Southwestern Ontario.

With a “commitment to service”, our goal is to create an effective and appropriate investment strategy designed to meet our client’s objectives. In developing our recommendations, we undertake to review and monitor the investment managers selected to delivery their services.

At Allied Financial, we deal with each client on an individual basis; delivering timely advice while providing a personalized path for you to achieve your financial and personal independence. Working with our strategic alliance network of professionals, we will deliver significant alternatives for business and personal lifestyle improvements over the long term. Your goals and objectives, as well as your risk tolerance, will be paramount; always keeping your best interests as our top priority.

Comprehensive financial, retirement and estate planning strategies are offered through Allied Financial Services. A wide range of investment products are available through our Mutual Fund Dealer, Manulife Securities Investment Services Inc. We also offer preferred rates on disability and health coverage through Allied Farm Services.

Trust, Knowledge, Service - Bringing our strengths to you

Let us link all the pieces of your financial and business affairs into a meaningful strategy. We will help you sort through the huge number of choices allowing you to make informed decisions. Give us a chance to show you what Allied means by superior client service. Learn about our complimentary reviews of investment portfolio and risk management coverage.

Are my accountant and financial advisor on the same page?

Your family assets are precious, as are your plans and dreams. You may wonder if your current method of managing your tax, business and financial affairs is the very best. You may ask yourself:

  • Am I missing tax planning opportunities that can reduce, eliminate or defer tax?
  • Is my retirement plan on track?
  • Do I have the right kind of insurance and investments?
  • Does my estate plan make sense? Does it coincide with my succession plan?
  • Are all the pieces of my financial life coordinated?
  • Do I really have a strategy?

 

Our knowledgeable Allied Team will help you sort through the complicated world of tax and finances… and we will come right to your door to do it.

Depending on your needs, we will put one of our professional team members in touch with you. There is no cost or obligation for our initial assessment.

 


Financial planning and insurance are offered through Allied Financial Services Limited. Mutual Funds are offered through Manulife Securities Investment Services Inc.