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.
First Time Home Buyers Seminar
The Smith Team will show you how your first home can lay the foundation to a strong financial future.
Date: Tuesday June 21st, 2016
Time: 7:00pm - 9:00pm
Venue: Comfort Hotel Bayer’s Lake
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
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