Allied Financial Services Ltd

About Allied Financial Services Ltd

Allied Financial Services Ltd, also known as Allied Farm Wealth, is a professional wealth and risk management firm located in the downtown area of London on Richmond St. The business serves individuals, families, and business owners, with a specialized focus on the agricultural and small business communities of Ontario. The firm provides tailored investment and insurance advice designed to help clients reach specific financial goals. Their offerings include strategic investing, expert tax planning, and life and health risk management. Specific services include wealth, retirement, and estate strategies, as well as comprehensive investment portfolio and insurance reviews. The practice emphasizes personalized strategies, including product solutions specifically tailored for agricultural producers. The company has a long history in the industry, with Kirk Baines leading the firm from 1992 to 2025. Since 2004, the firm has operated without charging sales commissions on any products or services. Kirk brings over 30 years of experience in agricultural tax and financial strategies to the team. James Di Tomaso, a seasoned veteran with over 20 years of experience, heads the firm and provides specialized advisory services for rural and agribusiness clients. The team also includes Bella Zhou, who provides administrative and financial support, including account administration and documentation.