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 an Investment Advisor with TD Wealth. Shelby holds the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations and celebrated ten years with TD Wealth in June, 2021.
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.
As part of our offering, we are please to offer the following services in collaboration with TD specialists.
Toll Free: 1(888) 886-2667
Branch Office: (613) 544-4226
Branch Fax: (613) 544-4398
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.