Chris Smith is a Senior Investment Advisor at TD Wealth Private Investment advice. Together with his team, he has been providing comprehensive wealth management advice to affluent families, businesses, business owners, charities and foundations since 2003.
Chris is committed to a disciplined approach to portfolio management, and believes in a thoughtful, straightforward investment philosophy – long-term investing with an emphasis on quality and diversification. In collaboration with TD specialists, Chris provides advice on investment management, financial planning, and gives special attention to personal tax management, business succession planning and tax efficient transfers of corporate assets.
Chris is dedicated to providing his clients innovative and customized solutions, working with his clients to identify their financial goals and develop strategies that empower them to achieve them. Above all else, Chris values the trusting relationships that he builds in the process, and believes the key to financial success is in understanding each client's unique goals, and collaborating with them to understand the financial implications of their major life milestones.
Chris, his wife, two sons and Leo the dog reside in Port Credit, Mississauga. In his free time he enjoys the family cottage on Lake Huron and sailing his Hobie Cat.
Your Goals, Our Priorities
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
Transfer of Wealth
Will and Estate Planning
Polly – Moving forward with the right financial plan
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
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.
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.