facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog external search brokercheck brokercheck

Trust. Knowledge. Service. 

Learn More

Independent Professional Financial Advisors and Risk Management Specialists.

Planning - Estate, Succession, Retirement, Financial & Risk Management

Comprehensive Independent Advice you can count on.

Special Expertise in Services Unique to Farms & Small Businesses

We know how Self Employed Entrepreneurs think.

Complementary In-Home Financial Review Analysis

Complementary In-Home Financial Review Analysis.

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?
G. Kirk Baines Photo

G. Kirk Baines

President, Allied Financial Services
Senior Financial Advisor, Branch Owner/Manager 

Manulife Securities Investment Services Inc.

Janine Campbell Photo

Janine Campbell

Licensed Assistant
JoAnne Baines Photo

JoAnne Baines

Administration Manager

Products & Services


Investment Management

It is easy to become confused and overwhelmed by the huge number of investment options available today.

LEARN MORE

Insurance Risk Management

Our evaluation of your circumstances may lead to a strategy that includes one or more of the following products

LEARN MORE

Planning Services

Spend an hour with one of our financial planners and get a better understanding of what is working well and what you need to adjust.

LEARN MORE

Complimentary Portfolio Review

If you knew we would complete a complimentary, no obligation review of your investment portfolio, would you contact us? We would like to give you a chance to experience our knowledge and client service in action.

Foundation Planning Report

Spend an hour with one of our financial planners and get a better understanding of what is working well and what you need to adjust. Together we will review your financial situation, goals and objectives. You will receive a written report and recommendations. This report provides a snapshot of your objectives and risk profile; an analysis of your current investments and insurance products; observations about strengths and gaps; and an action plan. Use this plan to create a foundation on which you can enhance your personal and business planning. Also, it will give you a base from which to discuss your financial needs with Allied or any bank, mutual fund company or life insurance representative.

Financial & Retirement Planning

Before you make a decision, get the advice you can trust. Whether you are trying to decide how to make your RRSP contribution this year, the best way to invest an early retirement package or how to handle large cash balances from the sale of business or personal assets, we have a financial planning option to suit your needs. Many people find it worthwhile and reassuring to consult an expert in financial planning. Our financial plans create blueprints to help you achieve financial independence and other significant goals - on your terms. We take the time to thoroughly understand your financial situation, objectives and time horizons. This means your plan is tailored to meet your needs. A letter of engagement is signed before the work begins so you know what level of analysis you will receive and what the fee is. The fee is tax deductible. A number of options give you the flexibility to choose the level of analysis you require. A comprehensive financial plan is a good idea if you are planning for retirement, in the process of succession planning or feeling like you need an objective and thorough overview of your financial affairs. Once a comprehensive plan is completed, you are not obligated to implement the product recommendations through Allied. You will receive an objective, personal written report from our financial planning specialist.

PEOPLE WHO FIND A FINANCIAL PLAN VALUABLE ARE THOSE WHO:

  • Are uncertain about their financial circumstances and want a complete review and update;
  • Do not know why they bought the investments they have;
  • Want a better understanding of projections for a successful retirement;
  • Plan to leave an estate and wish to reduce future tax liability on income and property;
  • Have large amounts of cash, pension, early retirement or early vesting options.

From our Insights

Loading Insights...


Read More

Contact Us