Client Testimonials

"When I first met Kevin Smith, I told him I would be a very easy client. When he asked what I meant, I told him that he would not have to see me & that I would an invisible client. Contrary to what I expected, Kevin insisted in seeing me & 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

"I can only speak praise for Kevin and the rest of The Smith Team. 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

"From our first meeting with Kevin and his team, we felt that our financial planning was in good hands. Our confidence in the dedication and hard work of the Smith Team has only grown over the years. Worry-free retirement has happened for us. Thanks Smith Team!" - Kevin and Mable Fitzgerald

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.