Scott Smith

Scott Smith

Senior Portfolio Manager

Senior Investment Advisor

FMA

CIM®

Our discovery and wealth management approach is driven by what matters most to you

Phone

Office

(905) 665-2896

Office Location

209 Dundas Street East 5th Floor Whitby, ON L1N 7H8. map

Scott is one of the lead Portfolio Managers for The Everest Group, a team of Investment professionals at TD Wealth Private Investment Advice. He develops, manages and oversees client model portfolios and strategic asset allocation strategies.  

Scott prides himself on providing financial advice from a different approach with integrity and ethics. His one-on-one relationships with clients are built on trust, understanding and communication.

With a degree in Economics and Computer Studies Scott also holds industry designations such as Financial Management Advisor (FMA), Chartered Investment Manager (CIM) and his Certificate in Advanced Investment Advice. Scott is also a Life Insurance Advisor through TD Wealth Insurance Services and has earned the title of Vice President* at TD Wealth Private Investment Advice.

Along with his wife Robin, Scott enjoys travelling, sports and everything outdoors. They also enjoy spending time at their cottage in the Kawarthas.

*TD Wealth Private Investment Advice awards the title of Vice President to those Investment Advisors who meet standards for seniority, business metrics, and a satisfactory compliance record.  Adherence to these standards is reviewed annually by TD Waterhouse Canada Inc. management.  The Vice President title does not indicate that an Investment Advisor is a corporate officer of TD Waterhouse Canada Inc.

Phone

Toll Free

(888) 995-9015

Fax

(905) 665-7783

Branch Phone

(905) 665-8583

Branch Fax

(905) 665-8029

Certificates

FMA

CIM®

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

  • Protecting your assets
  • Maximizing your charitable giving
  • Finding tax strategies and solutions
  • Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Article

Money Talk

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Federal Budget 2023: What you need to know

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Federal Budget 2023: What you need to know

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TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

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As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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