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.
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.
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.