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 create investment portfolios and full financial plans for the individuals and families they work with.
Alison brings over twenty-two years of experience in her role as a Senior Investment Advisor with TD Wealth. Shelby holds the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations and celebrated eleven years with TD Wealth in June, 2022.
Together, Alison and Shelby 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 during all that life has to offer.
Shelby has been with TD Wealth Private Investment Advice for over a decade. As the third generation of her family to join the financial industry, she has always shown a dedication to clients that goes beyond excellent service. Shelby approaches her work as part of a family legacy and tradition of quality and distinction. One aspect of that is her ongoing commitment and dedication to education. Shelby holds the Chartered Investment Manager® designation, Certified Financial Planner® designation from the Financial Planning Standards Council of Canada, and the Certificate in Advanced Investment Advice from the Canadian Securities Institute. She also completed the Portfolio Management Techniques course offered by the Canadian Securities Institute and works as a Senior Investment Advisor with the Smith & Associates Wealth Management team.
As part of our offering, we are please to offer the following services in collaboration with TD specialists.
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.