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Meet Our Team


Brad Smith

Senior Wealth Advisor

Tim Borody, CPA,CMA

Associate Advisor

 

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!

 
 

Spotted in the news

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

money facts

22 January, 2020

Money Facts 2020

A quick reference guide that outlines contribution limits for RRSPs & TFSAs and more.
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rana

16 January, 2020

Our perspective: A Look Back at 2019

In this four-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, takes a look back at 2019, and compares it to what we experienced in 2018. Rana point
Read more

15 January, 2020

Three Ways to Avoid the Downside of Retirement

When it comes to retirement, it’s easy to dream about the perks: sleeping in, traveling, reading a good book, playing golf––name your...
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Audiocasts

Listen to insights from our market specialists  

 

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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Contact us

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