Senior Investment Advisor
BA (Hons)
CFP®
CIM®
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.
English
Queen's University
Investment Advisor
Investment Advisor
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.
English
