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

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.

Oil prices march higher as OPEC calls emergency meeting

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation with Michael O'Brien, portfolio manager, TD Asset Management, about what a potential deal between OPEC+ members on curbing production could mean for the oil market. 

Could COVID-19 foil your retirement plans? Here’s what you need to know.

Kim Parlee recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation with Tannis Dawson, high net worth planner, TD Wealth about planning for your retirement in the wake of the coronavirus outbreak.  

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | Courage

Does your mind rule your emotions, or do your emotions rule your mind? 

Global financial markets react to COVID-19

The volatility of financial markets in the past week is a great example of one of the hardest things to understand when investing: the difference between risk and uncertainty.

MoneyTalk - Don’t let fear rule your mind in times of crisis

Kim Parlee recaps the biggest news of the day including the latest COVID-19 developments

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