Why choose us
Experience. Integrity. Acumen. Service.
You should always feel secure and confident both in your investments and the organization that is helping you plan for your future. The Smith Group offers the superior wealth counselling service that you have been seeking. We take the time to discover what is most important to you and what you worry about and then make your vision a reality. Through open communication and dependable investment expertise, we develop relationships built on trust and focused on preserving and growing their assets to manage your financial future and bring you peace of mind
Experience. With over 25 years of market experience, we are well equipped to provide wealth management services to high net worth clients. Experience has taught us to factor in market volatility in long-term planning, resulting in stable portfolios. Our defensive strategy offers protection during bear markets and growth during bull markets, and our fixed income expertise maximizes our clients' return through diversified investment portfolios.
Concierge service. We pride ourselves on providing exceptional, customized financial services at a concierge level. We do everything in our power to make your investment experience easy, enjoyable and informative.
Research. Richardson Wealth’s independent research analysts are among the best in the industry. They deliver quality information that we use to guide investment decisions and provide clients with informed advice.
Custom reporting and communications. We provide confirmations, monthly statements, periodic performance reports, and online access to account information. In addition, we conduct regular meetings to review your personal situation and provide guidance at a frequency that suits your needs. We share industry insights, informative events and newsletters on important developments and ensure you are educated and comfortable about your assets and how we are managing them.
Tax related reports. We compile investment information you or your business need for comprehensive tax reporting. We simplify a variety of sophisticated investments by gathering all the necessary data and customizing your reports for your accountant, saving time, money and aggravation.
Customized wealth counselling. Our three main types of relationships are:
Full service — complete services for all investment and planning needs. Ideal for busy people.
Collaborative — Guidance for clients who prefer to be involved in managing their investments.
Niche — Independent, specific services on a project basis.
Integrity and trust. In any business relationship, trust is paramount. We keep all client information with the utmost level of confidentiality. We have no bias to any product or platform, but advise you with complete objectives.
Our business principles:
Client focus. Our clients' interests always come first
Value-added advice and service
Collaboration with our clients' other advisors to co-ordinate strategies.
Protecting clients from unexpected events by considering worse case scenarios
Extensive and thorough due diligence, often utilizing three or more levels of scrutiny.
Demonstrating integrity and honesty in everything we do.