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Alison Smith

Investment Advisor

Tradition isn't something you buy. 
It's something you build. 





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Smith and Associates Wealth Management is a mother-daughter team of Investment Advisors that works out of TD Wealth Private Investment Advice in Kingston, Ontario. 
Alison and Shelby work with affluent families in the Kingston area to help navigate the complexities of financial health during every life defining moment.

Alison brings over twenty-two years of experience in her role as an Investment Advisor with TD Wealth. Shelby holds the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations and celebrated ten years with TD Wealth in June, 2021.

Together, Alison and Shelby create investment portfolios and financial plans for the individuals and families they work with. To their work they bring experience, education and an approach that is described as warm and supportive. They are known for their compassionate professionalism and ability to navigate the complexities of financial health.  



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About Alison.png
E. Alison Smith
Investment Advisor

Alison Smith is the founding advisor of Smith and Associates Wealth Management. Alison has over 22 years' experience in her role as an Investment Advisor and 35 years working for TD. 

"The things you look for in an Advisor are trust, safety, and performance. The majority of my clients have been with me for decades. I also work with their children. I even work with some of their grandchildren. I believe that is because I have given them those three attributes and I will continue to do so for them and for the generations that come after them."

Born and raised in Belfast, Northern Ireland, Alison came to Canada in her twenties. Here she met her husband Brad and together they have two daughters, Sarah and Shelby.
Alison has a love for classic British sports cars and when away from the office you will find her driving about town in a 1956 Jaguar that she and Brad spent the last twenty years restoring.


Our Services Button.jpg As part of our offering, we are please to offer the following services in collaboration with TD specialists.  

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Smith & Associates Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of the Toronto-Dominion Bank.

ADDITIONAL CONTACT

Branch Office: (613) 544-4226
Branch Fax: (613) 544-4398

LANGUAGES

English

 

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