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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.
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.
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.
E. Alison Smith Vice President, Investment Advisor
Alison Smith is the founding advisor of Smith and Associates Wealth Management. Alison has over 22 years' experience in her role as an Investment Advisor and 35 years working for TD. She currently manages over $100,000,000 in assets.
"The things you look for in an Advisor are trust, safety, and performance. The majority of my clients have been with me for decades. I also work with their children. I even work with some of their grandchildren. I believe that is because I have given them those three attributes and I will continue to do so for them and for the generations that come after them."
Her passion is in Will and Estate Planning and by working in collaboration with TD specialists she excels at helping clients to prepare for and navigate the financial and emotional hurdles of passing. The benefits that come with proper planning for clients and their families is one of her greatest value ads.
We're redefining private wealth management.
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.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
Des Jardine
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Jo-Anne Ryan
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
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.
advisors.td.com/smithassociateswealthmanagement
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The 2022 MoneyTalk tax checklist
While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.
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