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

In-Depth Planning

The Smith Group* achieves superior results by following proven disciplines and intelligent methodologies that set us apart from other advisory services.

We create an individualized Investment Policy Statement (IPS), which is your blueprint for financial success. The IPS helps us to identify and define your real needs, desires and concerns and assess your risk tolerance.

Our open architecture environment gives us the freedom to choose from an unlimited array of investment options without bias.

Our market insight remains sharp through constant analysis and monitoring of the markets, sectors and businesses in which we invest.

We believe that the selection of asset classes is by far the most important factor influencing your long-term returns. We seek to provide you with an asset mix that earns the highest level of return based on your personal risk tolerance, by performing two levels of asset allocation:

• Strategic asset allocation, which is based on your risk tolerance and remains constant.
• Tactical asset allocation, which fine tunes your investment focus in response to changing market conditions.

Our due diligence efforts are extensive and thorough, often utilizing three or more levels of scrutiny on any potential investment.

Before making any investment, we thoroughly investigate, research and analyze all holdings and opportunities. Our team performs our own ongoing due diligence and also draw upon the benchmarks of Northern Trust, a private asset management company and one of the largest custodials in the world. Northern Trust has $2.5 trillion Canadian assets and $1.8 trillion US assets under custody, and provides us with independent, objective manager due diligence and evaluation. Due diligence helps to identify opportunities for growth potential and ensures that emotion does not let us get off track in volatile situations.

We perform our own independent research so we do not need to rely on third-party sources. With CI Financial as our parent company, we have access to their vast stores of valuable research findings.

The Smith Group* provides unparalleled leadership, counselling you to make wise investment choices and keeping you on track to your objectives, especially during extreme periods.