Good wealth management strategies do more than preserve and grow assets; they also account for major changes & events that can prevent investors from meeting their life goals.Find out more!
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
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
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.
14 January, 2015
Kevin discusses the declining price of oil and what it means for all of us. More »
Laing House is a peer support organization for youth living with mental illness, where members can embrace their unique gifts and find their way in a caring and supportive environment.Learn more
- Marion Doig
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.
- Antonio Ruiz
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.