Why Choose Us
In-Depth Planning
Concierge Service
Elite Access
Team Approach

Why Choose Us

There are many components of our practice that set The Smith Group* apart from other advisory service teams.

Customization: Private Wealth Counselling, Your Way

In keeping with our client focus, we establish a customized relationship that reflects the amount of input and involvement you want to have in the investment process. You dictate the basis upon which we work to accommodate your needs, for example:

• Full Service — Our broad, holistic comprehensive suite of services takes care of all your needs from A to Z. This relationship requires minimal time and involvement on your part, and is ideal for busy people with no time to devote to their portfolio.
   
• Co-operative Service — This option is ideal for investors who prefer a high degree of involvement in managing their investments but appreciate our experienced input regarding asset allocation and security selection.
   
• Project-Based Service — Some clients ask us to perform a single, specific service to fulfill a particular function on a project basis. For example, you may prefer to manage your own securities but engage us solely to administer your RRSPs.

There is no need to adhere to the above relationship styles. You have earned the right to request exactly what you want instead of having to order off the menu.