Skip to main content

Smith & Associates Wealth Management

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



Smith and Associates Text.png
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.



green_divider_line_03.jpg


Email Button.jpg 
Newsletter List Button 2.jpg


green_divider_line_03.jpg







Our Services.jpg 






green_divider_line_03.jpg

Fall 2020 Newsletter Button.jpg

Summer 2020 Newsletter Button.jpg

Spring 2020 Newsletter.jpg
 Covid Newsletter Button.jpg

green_divider_line_03.jpg







Final Photo.png


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

Meet The Team

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.

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.

Will 5G spark a new “super cycle” in the smartphone industry?

As countries roll out their 5G networks, smartphone makers are betting the latest 5G-enabled phones can spark an upswing in sales that generates billions of dollars for the industry. Anthony Okolie speaks with Vitali Mossounov, Global Technology Analyst, TD Asset Management on his industry outlook.

Your finances in the New Normal

It seems our pandemic lifestyle will be here for longer than we originally thought and we better get used to it. Here's how a well-rounded financial plan can alleviate at least some of the stresses we may face.

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.  

Do you know someone who would benefit from our services?