At Smith Church Wealth Management, we manage more than your investment portfolio.
Working with a select team of TD Specialists, we can create a comprehensive, tailored wealth
plan that carefully balances the intricacies of your unique financial life.
Working with a select team of TD Specialists, we can create a comprehensive, tailored wealth
plan that carefully balances the intricacies of your unique financial life.
- Investment management
- Cash-flow management
- Asset protection
- Charitable giving & philanthropy
- Private banking
- Insurance advice
- Trusts and Wills
- Retirement planning
- Strategic tax planning
- Education-savings support
- Business succession support
- Custom credit services
- Wealth transfer