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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, 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.
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.
Daniel studied Economics at the University of Guelph before joining TD in 2014 where he started his career as a broker for TD Direct Investing. He moved to TD Canada Trust in 2016, where he assisted clients with real estate lending and mutual fund investments. Daniel joined the Kingsway team in October of 2017 and brings both an exceptional service standard and a dedication to accomodating complex needs to the team.
Daniel is passionate about investing, and is responsible for the day to day operations of the team, performing portfolio management support, preparing for meetings and client events and reviewing portfolios.
Daniel recently got engaged and is looking forward to celebrating his wedding in 2018.
Trish brings over 25 years of experience in the industry focusing on client relationship development and investment planning. With her keen attention to detail, Trish's primary responsibilities include investment research and portfolio contruction and reporting.
Prior to joing our team, Trish worked with a boutique investment firm, bringing a unique perspective to the team.
A proud wife and mother, Trish lives in Etobicoke with her husband and two daughters. Away from the office, you can usually find Trish reading a book, watching a movie, or spending time with her girls.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Mindi Banach
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner..
Geoffrey Smith
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Michael Gardner
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
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.
advisors.td.com/christopher.smith
U.S. economy: Signs of resilience help to ease recession worries
While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.
New real estate changes for 2023: what they might mean for you
If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.
TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: Institution Evolution
If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.
Bank of Canada hikes rates, signals more to come in fight against inflation
The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.
The 2022 MoneyTalk tax checklist
While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.
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