Christopher Smith

Christopher Smith

Investment Advisor

PFP®

CIM®

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

Phone

Office

(416) 239-3197

Office Location

3280 Bloor Street West Suite 1201, Centre Tower. 12th Floor Etobicoke, ON M8X 2X3. map

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.

Certificates

PFP®

CIM®

Languages

English

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.

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