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Shelby Forbes

Investment Advisor

  • BA Hons
  • CFP®

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

The relationships we build with our clients are sustained by the trust we’ve earned and the accountability we demonstrate over time. There’s no substitute for the confidence that comes with knowing that you’ve chosen a team that is committed to doing what’s best for you today and for the future.

We are a team of Investment Advisors that serve a limited number of individuals and families, allowing us to offer personalized, boutique-like services to affluent families in Kingston, Ontario. We bring warmth, compassion and coordination to clients’ wealth management that we feel is distinctive.

At present, we are looking to expand our business. Our typical client is looking for investment management, comprehensive financial planning, exceptional personal service, and a team that always exemplifies both credibility and professionalism.


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Shelby has been with TD Wealth Private Investment Advice for almost 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 Certified Financial Planner® designation from the Financial Planning Standards Council of Canada, the certificate in Advanced Investment Advice from the Canadian Securities Institute and works as an Investment Advisor with the Smith & Associates Wealth Management team.


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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

Toll Free: 1(888) 886-2667
Branch Office: (613) 544-4226
Branch Fax: (613) 544-4398

LANGUAGES

English

EDUCATION

Queen's University

Additional Information

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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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