• Young Business Professionals

    What is the Value of Advice?

    We'll be happy to discuss our value added offering with you & illustrate how it compares to the various other options in the market. Discover the Benefits of working with us!

    Learn more about working with us
  • 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

Transitioning in Retirement

21 March, 2014

Kevin discusses the lifestyle changes that happen even after retirement. These changes often include downsizing a home and moving to be... More »

Finance 101: A Young person's Guide to Saving

12 March, 2014

Our country's youth are growing up in a culture dominated by availability of goods, instant gratification and credit cards. So it's no... More »

We proudly support

We are proud supporters of Laing HouseLaing 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.

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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