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 Financial and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

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

Tim Borody

Associate Advisor

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.
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Spotted in the news

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

19 October, 2018

Quarterly Program Commentary: Looking Beyond the Noise

This quarter, Wayne Gillespie, Director & Senior Portfolio Strategist, discusses how trade wars, interest rates and monetary policies are affecting Canadian and inte
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Introducing Alternative Investments

5 October, 2018

Introducing Alternative Investments

Managing volatility is important for all investors, but for those who have accumulated significant wealth, capital preservation is key.
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4 October, 2018

Business Succession Planning 101

Selling a business or passing it on to the next generation can be the most important financial event in an entrepreneur’s lifetime. But Canadian small business owner
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Audiocasts

Listen to insights from our market specialists  

 

 

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