Don't just chase your dreams

Let us help you plot a path!

Choose to work with The Smith Team and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.

We are not exclusive to any bank or fund so we come with no-strings-attached.

We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.

We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.

We tailor plans to suit your stage-of-life, plans and milestones.

We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.

We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!

Our Team

Kevin R. Smith, B.A.

Senior Financial Consultant

Janet Smith, B.A.

Licensed Assistant

Our Team

Praise is best heard in the third person

"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

Praise is best heard in the third person

"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

Praise is best heard in the third person

"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