Private and corporate wealth management with distinction

Welcome to The Smith Group

As an affluent investor, you have earned the privilege of having your wealth management services tailored to your specific needs and delivered with concierge-style attention. Standing among the industry's elite performers, our team provides trusted advisory services to select Canadian households with a family net worth of a million dollars or more.

We perform private wealth counselling your way. Our strategic, innovative investment ideas and proactive, total team dedication have earned us a track record of superior results. We build customized relationships with affluent investors to satisfy their unique needs. With consistent methodology and above-and-beyond due diligence, we provide the best possible wealth management experience within your risk tolerance parameters and unparalleled leadership. We follow proven methodologies in the flexibility of an open architecture environment with expertise and integrity. Contact us for listing of our best-in-class products and services.

Following a true team approach, everyone in The Smith Group is familiar with you and your portfolio, so you are always able to reach someone who can respond to your needs. Above all, our focus is on your satisfaction and success, which we achieve by putting your interests first. We invite you to enjoy the very finest wealth management relationship you have ever experienced.

 


Train arriving, symbolizing timely insights

Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

26 July 2021
Gold has lost some of its mojo
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28 June 2021
Investors are getting smarter
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July 2021
Investor Strategy: Half time with a big lead
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Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


Intergenerational business transfers - Bill C-208

If you are a small business owner planning to sell your business to a family member, Bill C-208, approved by the Senate on June 29, 2021, will make this process easier.

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