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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. 


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.


You have questions, I have answers. Let's have a quick chat.

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