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Alison Smith

Investment Advisor

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





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Smith & Associates Wealth Management is committed to providing a select group of wealthy clients with highly personalized one-on-one service. When you work with us, our knowledgeable and committed team of Investment Advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, help you monitor its success and update your strategy as needed as you pursue what’s most important to you. Our goal is to work alongside our clients to create a future for their wealth through a family atmosphere of respect, understanding, and commitment to managing our client's financial needs. We strive to continuously develop ourselves and our business in order to provide the experience that our clients deserve.



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E. Alison Smith
Vice President, 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. She currently manages over $100,000,000 in assets.

"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."

Her passion is in Will and Estate Planning and by working in collaboration with TD specialists she excels at helping clients to prepare for and navigate the financial and emotional hurdles of passing. The benefits that come with proper planning for clients and their families is one of her greatest value ads.





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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

 

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.

Fed rates could stay low through 2023 and beyond

The U.S. Fed keeps its key interest rate on hold while raising its outlook for the economy. But the Fed signaled that low interest rates will last through at least 2023. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the implications for U.S. economic growth.

What options do snowbirds have this winter?

Canadians who used to fly south regularly may be facing a severely altered vacation landscape this year. Chris Gandhu, a High Net Worth Planner with TD Wealth, speaks to Kim Parlee about what options Snowbirds have for their properties this winter. 

TD Economics

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

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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