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David Smart

Investment Advisor

Working together to help you achieve what truly matters to you

Whether you are investing for yourself, your family or your business, we can custom design an investment portfolio to meet your specific needs for growth, income or capital preservation.  We provide you with access to virtually every type of investment, including stocks, bonds, GICs and mutual funds – all backed by proven investment strategy and top ranked capital markets research.

 We help:

  • Entrepreneurs, professionals and executives, who require a process oriented approach to accumulating and growing their wealth.
  • Well-established families, who are seeking professional guidance to transfer their wealth to the next generation in a tax-efficient manner.
  • Pre-retirees, who want to make the most of their savings as they approach retirement.
  • Retirees, who require tax-efficient strategies to convert their assets into an income stream and want to maximize their estate for the next generation.
  • All of the above, who are interested in a Total Wealth Management approach which includes investment advice, financial planning, will and estate planning, tax strategies and insurance.

We would be pleased to speak with you about your financial objectives.  Please feel free to contact us today. 

ADDITIONAL CONTACT

Toll Free: (800) 775-0037
Fax: (905) 528-6897
Branch Office: (905) 528-4220
Branch Fax: (905) 528-6897

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.

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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.

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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