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.

Saving for your future may involve using both an RRSP and a TFSA.

14 February, 2018

Intelligent Investor: (RRSP & TFSA and your financial goals)

Saving for your future may involve using both an RRSP and a TFSA.
Read More

Money Dates 2018

31 January, 2018

Money Dates 2018

Money Dates 2018 provides an listing of important deadlines pertaining to Income Tax Returns, Registered Plans, and payment dates for G.S.T. Credits, CPP/OAS Benefit
Read More

RRSPs: 10 Simple Investment Strategies

16 November, 2017

Intelligent Investor: RRSPs: 10 Simple Investment Strategies

Ten simple ways to grow your RRSPs.
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Audiocasts

Listen to insights from our market specialists  

 

 

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