20 November, 2019

Value of Advice

At Advice First, we take pride in providing our clients with the best financial planning advice to help them reach their goals.

This September, Brad Smith had the opportunity to attend the annual Investment Planning Counsel conference in Quebec City. We are happy to announce that our Advice First team were recognized as #1 in the area of providing Advice to our clients.

This Value of Advice Award is highly coveted at Investment Planning Counsel. It signifies us as being industry leaders in providing real value to our clients through a financial plan and the advice we give our clients.

A big thank you to our team members Laurie Smith, Chief Experience Officer and Dayna Goad, Client Service Coordinator for their contributions and dedication to the great client experiences our clients have come to expect. Thank you to Tim Borody, Associate Advisor and Brad Smith, Senior Wealth Advisor for providing financial plans that impact the lives of our client families in such positive ways.

On the heals of this success Brad Smith was interviewed on The Value of Advice during a business feature on 680 News and other stations across the country. The interview aired the weekend of November 9 & 10th, 2019. Click the link below to hear Brad’s interview with host Carl Garnich. https://www.680news.com/2019/11/11/financial-advisory-nov-9-10-2019/


At Advice First we care about our clients and build financial plans that provide clarity by simplifying the complex.