Skip to main content

Shelby Smith

Investment Advisor

  • BA Hons
  • CFP®

"Committed to understanding your needs and helping you achieve your vision of success"

TD Wealth 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.


About Shelby
Shelby joined TD Wealth Private Investment Advice at the age of nineteen as a Client Service Associate. For over seven years she provided administrative support to many of our most tenured Investment Advisors and their clients. 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 believes in intergenerational wealth advice and strives to service high net worth clients and their families for their lifetime.

"As an Investment Advisor, I act as a wealth manager that guides clients through every facet of their financial picture. Our value is built on strong relationships and an in-depth understanding of our clients and their needs. "

Shelby is a CFP professional and works as an Investment Advisor with her own client base and, in addition, provides wealth planning support to other investment teams within the Kingston and Belleville branches. 


Our Services*
We offer a range of resources and services to help you reach your goals:

•Investment & Portfolio Management
•Retirement Planning
•Will & Estate Planning
•Education Funding
•Credit & Banking Management
•Insurance Based Solutions
•Business Succession Planning
•Tax Management
•Charitable Giving

*In collaboration with other TD Specialists

Shelby takes a team approach to servicing her clients, working with other TD Specialists in the areas of trust and estate planning, banking and credit management, insurance, and business succession planning.



Wealth Pillars.jpg


Our Process
By starting with your life and planning your money around it, our team takes a comprehensive approach to developing a plan to help meet your unique needs. In charting your course for the future, we use Wealth Planning as our cornerstone process to help you enjoy your life today and pursue your goals for tomorrow.

1.  Are we a good fit?

At our initial meeting, we'll get to know about your goals and introduce our team and our approach to wealth management to determine if it makes sense for us to work together. It is important to us that you understand our value and how we can make a difference to your wealth and well-being.

2. Discovery

We'll have a series of in-depth conversations to uncover the details of your financial situation, including strengths, issues and opportunities. As part of these conversations we discuss assets, liabilities, family dynamics, long-term and short-term goals and priorities. We will utilize the TD Discovery tool to identify your financial blinds spots and uncover your personal financial needs.

3. Building your Wealth Plan

We define specific approaches to implement your comprehensive wealth strategy. We incorporate your investment plan and build coordinated strategies for investments, retirement, estate, tax, education funding, lending, insurance and gifting.

Because your investment plan may cover many different areas and multiple generations of family members, we coordinate with your other professional advisors such as your accountant and lawyer. We take a team approach to servicing our clients, working with other TD Specialists in the areas of trust and estate planning, banking and credit management, insurance, and business succession planning.

4. Monitoring Your Progress

A Wealth Plan is a living document and should change as your life changes. We regularly measure your progress and adjust as needed so your plan stays in sync with your life and goals. Review meetings keep us up-to-date with any changes in your life and we encourage open and on-going communication.




ADDITIONAL CONTACT

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

LANGUAGES

English

EDUCATION

Queen's University

Going beyond the financial picture

2323-0417_TDWealth_WebTile1_EN.JPG

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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.

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

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

Monthly Perspectives - Special Autumn Edition

Markets, are akin to biological systems. They have good and bad days, they learn, they adapt … and sometimes they get a bit sick.

Money Talk Life - The wealth you'll share

In the years to come, trillions of dollars will move from one generation to the next. Are you confident your family and loved ones will receive the assets you intend for them?

Money Talk Life - Money from above

In the years to come, many millennial-aged Canadians will inherit money from their loved ones. The question is: What will they do with it?

Do you know someone who would benefit from my services?