Brad Smith and Laurie Smith


Understanding the Cost of Advice:
As with many other types of services delivered, there is a cost for the value of financial advice. This is true regardless of the investment solution (or investment plan you may have).  ...Click here to watch!

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A Heartful Thank You!

29 November, 2016

Laurie and I would like to thank you for participating in our 4th annual Feed the Need Food drive. Thank you for supporting those ... More »

U.S. Election Results | Interview with Wayne Gillespie

11 November, 2016

Wayne Gillespie, Director, Senior Portfolio Strategist for IPC Private Wealth, discusses the outcome of the 2016 U.S. Election, th... More »

 
  • We value Brad’s use of Christian principles along with financial planning tools which have encouraged us to be responsible stewards of what has been entrusted to us.

    – Louise Belfour and Rick Dickenson
 
 
  • Brad’s Wealth Management Process allows us to feel much more informed about our financial journey. When we meet with Brad we are able to see the whole picture, allowing for greater insight into the management of our finances.

    – Jan Radke