What does the future look like?

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Don't just chase your dreams

Let us help you plot a path!

Choose to work with Advice First Wealth and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our spring board.

Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands on to optimize your investment.

Independent

We are not exclusive to any bank or fund so we come with no-strings-attached.

Involved

We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.

Knowledgable

We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.

Strategic

We tailor plans to suit your stage-of-life, plans and milestones.

Consistent

We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.

Committed

We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!

 

Meet Our Team


Brad Smith

Senior Wealth Advisor

Laurie Smith

Chief Experience Officer


Why should you choose us?

Pull up a chair, and let us tell you our story.

The Cost of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
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The Value of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
Learn More
 

Spotted in the news

In our news and blog sections, we provide valuable insights into the financial world from our experts.

navigating

3 April, 2018

IPC Special Report: Navigating Life’s Major Events

The stage of life you are in now affects your financial planning strategies. This infographic provides a good roadmap, outlining the costs at each stage of life.
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brad smith

12 March, 2018

Budget 2018 aftermath: Holding passive investments inside Private Corporations

The 2018 Federal Budget confirms that the Government will move forward with the implementation of the December 13, 2017 proposals regarding the splitting of income b
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tax package

9 March, 2018

IPC Private Wealth Tax Packages

Our IPC Private Wealth clients can expect to receive their tax packages in the mail sometime the week of March 19th, 2018. Watch this helpful video which explains t
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Audiocasts

Listen to insights from our market specialists  

 

 

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