Our Team

Welcome to Advice First Wealth: A Unique Client Experience

You have made an important first step towards a more meaningful and significant life. Whatever your dreams are: to save for your first home, educate your kids, save for retirement, see the world or even change the world, we are here to help.

Our unique approach to financial planning will help you set goals that are written, prioritized, quantified and measurable. Together we will put in place an Action Plan to make them happen and monitor your progress.

 

 

To help families and individuals live a life of success and significance.

We guide our clients through a disciplined process to help them make wise decisions, aligned with their values, about money throughout their  lifetime.

To stand fast in our conviction.

Our principles, convictions, and beliefs do not change as they are timeless and true regardless of circumstances. They are what help us guide our clients through all of life’s different situations. 
 
To be accountable.

We support our clients through a disciplined 7 step financial process with passion, service excellence and integrity.

To give generously to the benefit of others.

We work with our clients to help and encourage them to give of their time, talent, treasure and touch. We explore different ways to help them live a generous life.

Brad Smith

Senior Wealth Advisor

Brad Smith has worked diligently as an Advisor for over 18 years, becoming a Qualified Kingdom Advisor in 2008. This allows him to incorporate transcendent principles into the advice he provides his c...
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Laurie Smith

Chief Experience Officer

Laurie has been in the financial services industry for over 16 years. Her depth of experience in the financial industry assists in providing comprehensive service to all of their clients. As Chief Exp...
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Supporting the communities within which we work

 

Feed the Need

For the months of September and October, our office collects food for the community food bank. Stop by our office and bring in non-perishable food items, pound  for pound we will match the donations. It is our hope that this contribution will provide some much needed support to families in our community. 

 

 

 

 

 

Proud sponsors of the Ray of Hope 19th Annual Golf Classic

Ray of Hope is dedicated to individuals who struggle with crime, addiction and homelessness in the Waterloo Region since 1967. To find out more about Ray of Hope and their life-transforming services, visit www.rayofhope.net. Brad and Laurie are pleased to support this organization by being a sponsors for their 19th Annual Golf Classic.

To find out more about the golf classic or to pledge support to one of the teams or golfers who are participating please visit their website, Ray of Hope Golf Classic.

 

 

 

 

 

 

 

Camp McGovern
Camp McGovern was started in 1970 and has been serving our community for over 40 years. Children and youth who endure the uncertainty of an unstable home life find a unique summer program at McGovern. We are excited about the future possibilities and endless opportunities our capital investment will offer to children and youth. We participate in Curling for Campers so that kids from our community who are part of the Big Brother Big Sisters organization or through the United way can also have an opportunity to enjoy summer camp. Brad and Laurie and their 3 children participate in this annual Curling of Campers Event to raises funds to send a kid to camp.

Joint Aid Management
Joint Aid Management (JAM) provides over 900,000 children with a nutritious meal every single day through these simple red bowls - children who would otherwise go hungry. It costs just $65 (CDN) per year for one child to receive this meal each day. Through this Red Bowl Campaign, you can feed a child in Africa simply by pre-paying for your groceries each month. You choose the amount you require each month and the grocery cards are shipped to your door, and you use the full amount to feed your own family. At the end of the year, $65 in rebates are generated and sent directly to JAM to feed a child in need. It’s as simple as that - feed your family, feed a child.

Southwestern Ontario Gleaners
Southwestern Ontario Gleaners is an interdenominational organization that will provide FREE dehydrated soup mix and dehydrated fruit for distribution to local community partners and reputable relief agencies around the world. Today, we can feed the hungry through the use of non-marketable produce. Our mission is to use this non-marketable produce to make dehydrated soup and fruit snacks for world distribution. We require 30 to 40 volunteers to work from 8:30am to 4:30pm every day on the production line. Come out and make new friends or renew old acquaintances while helping to make soup mix for the needy.

The Twin City Harmonizers present "The Glory of Love", a musical celebration.

Brad and Laurie are proud sponsors of the “Twin City Harmonizers”. This is the singing unit of the Kitchener-Waterloo Chapter of the Barbershop Harmony Society. It is a group of men of all ages who enjoy singing in 4 part harmony barbershop style. They sing to raise money for the Harmonize for Speech Foundation (H4S) which offers assistance to children and adults with speech difficulties. Money raised through their event in 2012, will also support the Wingham District Hospital Cancer Treatment Centre.

Our “Giving Christmas Away” Experience - December 27, 2011- February 7, 2012

This past Christmas Brad, Laurie, their children and 8 other families decided to “Give Christmas Away” and go on a mission trip to Guadalajara, Mexico with MB Missions. For 2 weeks, they partnered with a church called Casa de Paz (House of Peace). They worked along-side this church as they ran a kid’s day camp, helped with a soccer camp, cleared land for the new building Casa de Paz is building in February 2012 as well as providing food hampers to families in need. It was an amazing cross culture experience for the grown-ups and the children.

brad smith family

On Left, We have Guadalajara, Mexico from a hilltop at sunset. There are 8.8 million people who live in Guadalajara. On Right, We have: Smith and Molina Families  

KidsLINK Gourmet Trail

This past spring, Brad and Laurie sponsored the dessert table at the 13th Annual Gourmet Trail in support of kidsLINK. kidsLINK mission is to focus on enhancing each child's ability to cope with stress and become less vulnerable to trauma. That is building resilience. Their goal is to help young people build resilience so they can achieve their potential. To find out more about the services offered by kidsLINK or to make a donation, click here.

Cambridge Christian School Annual Golf Tournament

Brad is the proud Sponsor of the Cambridge Christian School Annual Golf Tournament since its inception.