• It’s time to have a risk management review.

    It’s Time to Have a Risk Management Review?

    Unforeseen events could derail your wealth management strategy. Learn the risk factors to consider in your wealth management strategy.

    Learn More
  • Your Future is In Good Hands

    Your Future is In Good Hands

    Our goal is simply to help you live your dream - and we’ll do it with experience, passion and a commitment to an unrivalled client experience.

    Book your Appointment Today
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    Take your first Steps to Financial Freedom

    Creating a financial plan helps you set long and short-term life goals. Let our team help you to discover the true value of Financial advice.

    Give us a call today
  • Is Retirement closer than you Realized?

    Is Retirement closer than you Realized?

    If you plan to retire within the next 10 years, there are number of decision to be made today. We will create a practical approach to making your retirement dreams come alive.

    Don't wait! Contact us today.
Your dreams, Our focus
At the Smith team, we work with clients who put family and friends first.
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The Smith Team
Our clients know, we seek to understand your goals, needs and fears. We help you to paint a picture of the future you truly want and then build the roadmap to get there. When it comes to wealth management, we take a consistent approach rather than following the latest investment fad.

We’re ready to ask the hard questions and are pleased that you expect and demand nothing less than the best. It’s a mutual commitment based on trust & confidence.

With the future as our focus, we help you to lead the life you love today while we work behind the scenes to help build the life you dream of tomorrow.
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Latest Blog Posts

A Discussion on Canada & Oil Prices

19 February, 2016

Kevin discusses the price of oil as it relates to the Canadian Economy. More »

China Bubble: Thoughts on Chinese market drop

25 August, 2015

Kevin discusses the markets in China and how it relates to what is happening in the rest of the world, including the first meaningful... More »

First Time Home Buyers Seminar

First Time Home Buyers SeminarThe Smith Team will show you how your first home can lay the foundation to a strong financial future.
Date: Tuesday June 21st, 2016
Time: 7:00pm - 9:00pm
Venue: Comfort Hotel Bayer’s Lake

Click here to RSVP!

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  • I have been a client for more than 10 years & from day one Kevin stood out as a knowledgeable, reliable & dedicated advisor who provides me with the security that my investments are in safe hands. His regular updates & general all around friendliness compliments the committment The Smith Team demonstrates on a regular basis.

    - Marion Doig
  • When I first met Kevin Smith, I told him I would be a very easy client. He insisted on meeting me in person & came the realization that he knew his business. Most important though, was the creation of a personal bond, a trust and a friendship that became invaluable when my once solid financial base was shook overseas.

    - Antonio Ruiz