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.
E. Alison SmithVice 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.
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.