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MoneyTalk Investing
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Chris Smith
Vice PresidentInvestment Advisor
- PFP®
"Our discovery and wealth management approach is driven by what matters most to you"
3280 Bloor Street West Suite 1201, Centre Tower. 12th Floor Etobicoke, ON M8X 2X3Map
Chris Smith is a Vice President 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 lives in Mississauga with his wife and two sons, and enjoys playing golf, spending time at the family cottage, and listening to music.
ADDITIONAL CONTACT
Branch Office: (416) 239-3363
Branch Fax: (416) 239-3205
LANGUAGES
English
Going beyond the financial picture
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
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We're redefining private wealth management.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
Wealth Considerations
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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Market Commentary
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